Bev's journey · Procurement · Story 5

Closing out a supplier

A supplier finishes and leaves. Their final information never arrives, and they can still log in.

The wrong way

BuildBuild: Month ten…
Month ten

The fencing firm finishes. Last invoice paid. Bev closes the order.

Month ten

Their as-built drawings never arrived. Nor did the warranty.

Month ten

Their three people can still log in to the CDE, cost reports included.

In useIn use: Month fourteen…
Month fourteen

The client asks for the fence warranty. Nobody has it.

Month fourteen

The fencing firm has been bought by another company. "Not our job any more."

Month fourteen

Sam: You closed the invoice.

Sam finds their accounts still active. One of them now works for a competitor. Bev: "I closed the order."

Last payment made, final information never received, and the door left open.

Find out what Bev should have done

Bev's Lesson 5 · Closing out a supplier, then the same story done the right way.