These workstreams describe the proposed design. Included modules, interfaces, roles and acceptance evidence belong in the agreed engagement scope.
01 / WORKSTREAMStock status with explicit quantities
Show on-hand, reserved, held and available quantities according to agreed source definitions. Track plant, warehouse, item, receipt, batch, expiry or retest date and inspection state. Agree refresh intervals and show the reporting cut-off so a snapshot is not mistaken for a live transaction guarantee.
02 / WORKSTREAMAgeing and movement rules
The requirement proposes ageing buckets of 0–30, 31–60, 61–90 and over 90 days. Define the ageing date and treatment of transfers and returns before calculation. Slow movement around 60–90 days and non-movement from 180 days are configurable planning examples, not universal policy.
03 / WORKSTREAMNear-expiry and excess-stock review
Combine quantity, value, remaining shelf life and movement history in an owned exception queue. Repack, rework, transfer or disposal options need authorised operational and quality review. An alert must carry the item, evidence, responsible person and next action rather than simply repeat a threshold breach.
04 / WORKSTREAMClassification and safety stock
ABC groups inventory by the agreed value basis, XYZ considers demand variability, and VED expresses business criticality. Business owners approve definitions and review classifications. Safety-stock calculations need consistent demand and lead-time units, data quality checks and a documented service policy.
05 / WORKSTREAMAn IT-owned semantic layer
Build curated reporting views and, where appropriate, a separate reporting database to protect transactional performance. Define reusable dimensions and measures with lineage, versioned rules and plant or role restrictions. Reconcile totals to the ERP before publishing a management dashboard.
06 / WORKSTREAMKnowledge retrieval and metric access
Index approved SOPs, definitions and data dictionaries for retrieval-augmented generation. For numerical questions, the proposed Copilot invokes approved, permission-checked metric services or semantic queries. It does not invent ad-hoc SQL against raw ERP tables or bypass the user’s data access.
07 / WORKSTREAMForecasting as a separate pilot
Raw- and packing-material consumption forecasts are a proposed later workstream using sales trends, seasonality and production plans. Compare the model with a transparent baseline on held-out historical periods. Monitor error, missing data and exceptions before using forecasts to influence replenishment.
08 / WORKSTREAMOperational governance
Assign data and platform ownership to IT and business-rule ownership to supply chain, QA and finance. Log rule changes, access and consequential workflow actions. Test unsupported questions, stale sources and permission boundaries as well as normal dashboard and Copilot use.