PROC-XXX-001: Template – Makita Australia
Makita Australia
Document ID: PROC-XXX-001
Version: 1.0
Date: DD/MM/YYYY
Author: [Name]
Audience: [Department/Role e.g., Finance, Sales Ops, IT]
Scope: Defines the standard process for [procedure name] in PowerMaster/AS400/Other System.
1. Purpose
Clear statement of why this procedure exists (e.g., ensure correct entry of special pricing in PowerMaster, avoid pricing errors and margin leakage).
2. Scope
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In Scope: Who this procedure applies to (e.g., Sales Ops, Finance, Customer Service).
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Out of Scope: What it does not cover (e.g., pricing approval workflows – handled by Finance).
3. Roles & Responsibilities
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Sales Operations: Enter and maintain pricing in PowerMaster.
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Finance: Approve requests before entry.
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IT / Service Desk: Provide support if system issues occur.
4. Prerequisites
- System access (PowerMaster / AS400 / etc.)
- Approval from the authorised manager/department
- Relevant data (e.g., item codes, account numbers, dates, pricing)
5. Procedure Steps
Step 1 – [Action Title]
- Detailed description of what to do. Screenshots may be included.
Step 2 – [Action Title]
- Continue step-by-step in chronological order.
⚠️ Notes or warnings clearly marked.
✔ Validation points after key steps (e.g., “Confirm expiry date updated correctly”).
6. Controls & Compliance
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Audit Requirements: Log all pricing changes for review by the Finance department.
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Approval Requirements: Only managers are authorised to approve changes.
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Risk Mitigation: Ensure old entries are expired before adding new ones.
7. Risks & Escalation
- Risks if the procedure is not followed (e.g., incorrect pricing is applied to customers).
- Escalation path (e.g., Service Desk > IT Manager > Finance Manager).
8. Related Documents