YonSuite Agile Supply Chain: Build the First Order-to-Inventory Loop
Start YonSuite supply chain with one reconcilable order, purchasing, receipt, inventory and delivery loop; govern master data and ownership before adding forecasting, collaboration or automation.
Learning objective
Complete a repeatable and traceable minimum supply-chain loop in test that reconciles to inventory and finance.
Roles
Supply-chain leads, sales, purchasing, warehouse, planning, finance, IT and implementation consultants
Prerequisites
- Confirm organisations, warehouses, owners, currencies, units and approval accountability.
- Clean customer, supplier, item, price-list, tax-code and opening inventory data.
- Confirm document and integration boundaries across sales, purchasing, inventory and finance.
Completion checks
- Orders, purchases, receipts, inventory and deliveries are traceable in both directions by source document.
- Available, physical and inbound quantity reconcile with financial outcomes at agreed control points.
- Exceptions retain reason, owner, approval, resolution and closure evidence.
Common errors
- Going live before standardising items and units, making demand and stock incomparable.
- Treating agility as bypassing approval or changing quantities offline.
- Testing only happy-path orders without partial delivery, returns and reversals.
Thailand project note
Thai implementations should confirm Thai/English masters, THB and foreign currency, Asia/Bangkok time, segregation of duties and local document retention. VAT, WHT, customs, BOI and statutory accounting rules require current review by qualified Thai professionals.
Related modules
Steps
- 01
Select a representative product family and map the end-to-end document chain from customer demand to delivery and supplier purchase to receipt.
- 02
Standardise codes, status, effective dates and ownership for customers, suppliers, items, units, warehouses and prices.
- 03
Define approvals for order confirmation, shortage, excess, price variance, cancellation and returns; do not resolve them only in offline chat.
- 04
Use the sales order to drive availability checks, separating on-hand, inbound purchase, planned replenishment and uncommitted shortages.
- 05
Execute purchase, receipt, inspection, put-away, picking and delivery while retaining source document, quantity, lot and owner at each step.
- 06
Test normal flow, partial delivery, short receipt, rejection, return and reversal; reconcile inventory status and receivable/payable effects.
- 07
Operate a daily exception board and assign owners and closure dates for shortages, delays, price, quality and data issues.
Implementation notes
- Pilot one warehouse and product family before scaling.
- Convert every exception into an owned task with a due date.
- Menus and automation depend on the current licence, release and approved blueprint.
References
- YonSuite 敏捷供应链 ↗用友 · Accessed: 2026-08-21 · Applicable version: 官方公开能力范围；实际菜单、许可、字段和自动化以客户版本及蓝图为准
- YonSuite 全球支持与服务 ↗用友 · Accessed: 2026-08-21 · Applicable version: 用于核对官方支持与实施服务范围