1. Establish the accepted trade record
Create or receive items, equipment or process dependencies, criticality criteria, failure consequence,
substitute availability, lead time, VED classes, approvals, stock policies and review versions using
controlled company, branch, party, item, warehouse, unit, status, source and date rules. Required fields
should represent a real decision. Duplicate, expired and superseded records remain visible to authorized
reviewers but cannot silently enter current work.
2. Check readiness before release
TRADEX evaluates configured prerequilocations before a record advances. A missing approval, disputed
quantity, invalid revision, overdue dependency or inconsistent trade relationship becomes an explicit
exception. The responsible user sees the reason, required response, due date and downstream business impact.
3. Execute with traceable context
Location and office users record events against the approved company, transaction, item, warehouse or
commercial boundary. Time, actor, source and related evidence remain available. Mobile, import and
integration can reduce entry effort, but validation, sync status and exception queues protect the audit
trail from incomplete automation.
4. Route exceptions to accountable owners
TRADEX routes missing, late, rejected or disputed records according to configured responsibility.
Acknowledgement is not closure. Each issue retains priority, business impact, due date, interim action,
final decision, evidence and approval, including any authorized override.
5. Reconcile and publish
At the agreed daily, weekly or billing cutoff, owners compare module totals with source transactions and
downstream reports. Differences are classified before correction. Management views use the same trade
boundary and definition so a real operational movement is not confused with late posting or
reclassification.
6. Govern change after go-live
Master, workflow, interface and report changes pass through impact assessment, test, approval and
controlled release. The operating team periodically reviews permissions, open exceptions, integration
failures, mobile synchronization, backup, recovery and support. This discipline keeps the module trustworthy
beyond implementation.