POET is not designed to serve as the system of record for regulated processes, therefore not subject to GxP requirements. It is designed to enable cross-organizational collaboration and process orchestration, while the system of record for each process remains within the respective enterprise systems.

Type = Technical Guides,; Topic = OPUS Solution Environment, Process Orchestration for Empowered Teams (POET), OPUS,;Persona = Solution Designer, Solution Partner, Technology Partner,; Orchestration = Logistics,; Function = Regulatory Affairs, Quality,

Inventory Disposition Evaluations

The Inventory Disposition Evaluations solution enables Owner and Partner organizations to c.

What is Inventory Disposition Evaluations

Inventory Disposition Evaluations supports the controlled assessment and disposition of inventory that has been removed from standard operational or sales flow. Users capture inventory details and supporting evidence, evaluate the recommended disposition, complete review and approval activities, record execution details, and close the evaluation with the final disposition outcome.

Types of Inventory Disposition Evaluations

The specification identifies the following disposition reasons:

  • Nonconforming and Damaged Inventory

  • Excess and Obsolete Inventory

  • Expired and Near-Expiry Inventory

  • Recall and Market Withdrawal

  • Packaging and Labeling Change

  • Returned Goods

Add an Inventory Disposition Evaluation

Add an Inventory Disposition Evaluation by entering the required details.

  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Inventory Disposition Evaluations from the left menu.
  7. Select New.

  8. In the General section fill in the following fields:

    1. Title field – Enter the title for the Inventory Disposition Evaluation. This field is required.
    2. Description field – Enter a description of the Inventory Disposition Evaluation.
  9. Select Save.
    The Inventory Disposition Evaluation is created in the Draft state.

Modify an Inventory Disposition Evaluation

Modify an existing Inventory Disposition Evaluation by updating the applicable details.

  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Inventory Disposition Evaluations from the left menu.
  7. Select the Display Identifier of the Inventory Disposition Evaluation to edit.
  8. Select Edit.

  9. In the General section update the following fields:

    1. Display Identifier field – System-generated identifier for the Inventory Disposition Evaluation; format IDA-0001 with a configurable prefix.
    2. Title field – Enter the title of the Inventory Disposition Evaluation.
    3. Description field – Enter a summary or background for the disposition request.
    4. Disposition Reason field – Select the primary reason the inventory entered disposition management.
    5. Business Priority field – Select Critical, High, Medium, or Low.
    6. Due Date field – Select the target completion date for the disposition activity.

  10. In the Participants section update the following fields:

    1. Initiator Company - Business Name field – Select the business name of the Initiator Company.
    2. Initiator Company - Identifier Type field – Enter the identifier type of the Initiator Company.
    3. Initiator Company - Identifier Value field – Enter the identifier value of the Initiator Company.
    4. Assignee Company - Business Name field – Select the business name of the Assignee Company.
    5. Assignee Company - Identifier Type field – Enter the identifier type of the Assignee Company.
    6. Assignee Company - Identifier Value field – Enter the identifier value of the Assignee Company.
    7. Assignee User - Email field – Select the user currently responsible for the disposition record.
    8. Assignee User - Name field – Enter the name of the assigned user.
    9. Owner Disposition Lead - Email field – Select the primary Owner Company representative coordinating the final disposition decision.
    10. Owner Disposition Lead - Name field – Enter the name of the Owner Disposition Lead.
    11. Owner Quality Reviewer - Email field – Select the Owner Company Quality representative providing quality or GMP oversight.
    12. Owner Quality Reviewer - Name field – Enter the name of the Owner Quality Reviewer.
    13. Partner Disposition Lead - Email field – Select the primary Partner Company representative coordinating disposition information and execution activities.
    14. Partner Disposition Lead - Name field – Enter the name of the Partner Disposition Lead.
    15. Partner Quality Reviewer - Email field – Select the Partner Company Quality representative providing quality input or review.
    16. Partner Quality Reviewer - Name field – Enter the name of the Partner Quality Reviewer.

  11. In the Inventory Identification section update the following fields:

    1. Inventory Type field – Select the type of inventory awaiting disposition.
    2. Material or Product Name field – Enter the name of the affected material, component, product, or asset.
    3. Material Code or Stock Keeping Unit field – Enter the ERP material code, product code, SKU, or equivalent inventory identifier.
    4. Lot or Batch Number field – Enter the affected lot or batch number.
    5. Serial Number field – Enter the affected serial number.
    6. Affected Quantity field – Enter the total quantity awaiting disposition, including the unit of measure.
    7. Inventory Hold Details field – Enter the current hold status or how the inventory is controlled.
    8. Inventory Location field – Enter where the affected inventory is currently held.
    9. Inventory Custodian field – Select the organization currently holding or physically controlling the inventory.
    10. Inventory Expiry Date field – Select the expiry date of the affected inventory.

  12. In the Disposition Overview section update the following fields:

    1. Disposition Summary field – Enter why the inventory now requires disposition.
    2. Associated Event Type field – Select the upstream event that triggered the disposition.
    3. Related Event Reference ID field – Enter the reference ID of the related upstream event.
    4. Affected Sites field – Enter the sites currently involved in the disposition.

  13. In the Supporting Documents section update the following fields:

    1. Supporting Documents field – Select the existing evidence supporting the disposition decision.

  14. In the Disposition Evaluation section update the following fields:

    1. Evaluation Summary field – Enter a consolidated summary of the evaluation performed for the affected inventory.
    2. Evaluation Lead field – Select the person coordinating the disposition evaluation.
    3. Recommended Disposition field – Enter the proposed disposition action and the rationale for the recommendation.
    4. Evaluation Notes field – Enter conditions, outstanding information, approvals, confirmations, or supporting evidence required before the recommendation proceeds to review.

  15. In the Additional Evaluation Documents section update the following fields:

    1. Evaluation Supporting Documents field – Select the documents supporting the recommended disposition.

  16. In the Disposition Review section update the following fields:

    1. Review Summary field – Enter a consolidated summary of the disposition review outcome.
    2. Review Coordinator field – Select the person coordinating the review.
    3. Review Decision field – Select Support Recommendation, Support with Conditions, Do Not Support, or Further Evaluation Required.
    4. Review Notes field – Enter reviewer comments, conditions, concerns, assumptions, restrictions, or outstanding items.

  17. In the Additional Review Documents section update the following fields:

    1. Review Supporting Documents field – Select the documents supporting the review.

  18. In the Disposition Approval section update the following fields:

    1. Final Disposition Decision field – Select the authorized final disposition action for the inventory.
    2. Decision Rationale field – Enter the reason for approving the final disposition, particularly when it differs from the recommended disposition.
    3. Authorized Approver field – Select the user authorizing the disposition.
    4. Approval Date field – System-populated date and time when the disposition is approved.

  19. In the Disposition Execution Details section update the following fields:

    1. Execution Coordinator field – Select the user responsible for coordinating completion of the approved disposition.
    2. Executing Company field – Select the organization that performed the approved disposition.
    3. Disposal Method field – Select the method used for disposal or destruction of inventory.
    4. Disposition Site or Location field – Enter the site, warehouse, market, business unit, supplier, or other location that executes the inventory disposition.

  20. In the Closure Summary section update the following fields:

    1. Disposition Evaluation Outcome field – Select Approved, Approved with Conditions, Rejected, or Canceled.
    2. Closure Comments field – Enter the completed disposition, reconciliation, and any residual conditions.
    3. Supporting Document field – Select the final evidence supporting closure.
    4. Closed By field – System-populated user who transitions the record to Closed.
    5. Date Closed field – System-populated date and time when the record is closed.

  21. In the Comments and Attachments section update the following fields:

    1. Comment Author field – System-generated user who entered the comment.
    2. Last Modified field – System-generated date and time when the comment was last modified.
    3. Comment field – Enter the comment text.
    4. Visibility field – Select the visibility setting for the comment or attachment.
    5. Attachments field – Select the files to attach to the Inventory Disposition Evaluation.

  22. In the Followers section update the following fields:

    1. Followers field – Select the users who follow the Inventory Disposition Evaluation.
  23. Select Save.

Monitor Inventory Disposition Evaluations

Monitor Inventory Disposition Evaluations using the Owner dashboard, Partner dashboard, and search.

  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Inventory Disposition Evaluations from the left menu.
  7. Select Dashboards.
Metric Description
Current Trends
Inventory Disposition Evaluations by Status - Open Total number of Inventory Disposition Evaluations categorized by Status (Draft, To Do, In Progress).
Inventory Disposition Evaluations by Business Priority Total number of Inventory Disposition Evaluations categorized by Business Priority (Critical, High, Medium, Low).
Inventory Disposition Evaluations by Disposition Reason Total number of open Inventory Disposition Evaluations categorized by Disposition Reason, including Nonconforming and Damaged Inventory, Expired and Near-Expiry Inventory, Recall and Market Withdrawal, and Returned Goods.
Inventory Disposition Evaluations by Inventory Type Total number of open Inventory Disposition Evaluations categorized by Inventory Type, including Raw Material, API, Packaging Component, Finished Goods, Sample, and Waste or Scrap Inventory.
Inventory Disposition Evaluations by Associated Event Type Total number of open Inventory Disposition Evaluations categorized by Associated Event Type, including Deviation, OOS, Complaint, Recall, Temperature Excursion, and Customer Return.
Due Date Monitoring
Inventory Disposition Evaluations Due in Next 24 Hours Total Number of Inventory Disposition Evaluations with Due Date within the next 24 hours categorized by Status (Draft, To Do, In Progress).
Inventory Disposition Evaluations Due in Next 7 Days Total Number of Inventory Disposition Evaluations with Due Date within the next 7 days from the current date categorized by Status (Draft, To Do, In Progress).
Inventory Disposition Evaluations Overdue Total Number of Inventory Disposition Evaluations with Due Date less than the current date/time categorized by Status (Draft, To Do, In Progress).
Inventory Disposition Evaluations Due in Future Total Number of Inventory Disposition Evaluations with Due Date greater than or equal to the current date/time categorized by Status (Draft, To Do, In Progress).
Network Performance
Inventory Disposition Evaluations by Assignee Company Total number of Inventory Disposition Evaluations of Status (Draft, To Do, In Progress) categorized by Assignee Company.
Inventory Disposition Evaluations by Assignee User Total number of Inventory Disposition Evaluations of Status (Draft, To Do, In Progress) categorized by Assignee User.
Inventory Disposition Evaluations by Inventory Custodian Total number of Inventory Disposition Evaluations of Status (Draft, To Do, In Progress) categorized by Inventory Custodian.
Inventory Expiring in Next 30 Days Total number of Inventory Disposition Evaluations where the affected inventory expires within the next 30 days.
Expired Inventory Awaiting Disposition Total number of Inventory Disposition Evaluations where Inventory Expiry Date is less than the current date/time.
Organizational Performance
Inventory Disposition Evaluations by Final Disposition Decision Total number of Inventory Disposition Evaluations in Done State categorized by Final Disposition Decision, including Release, Rework, Return to Supplier, Scrap, Destroy, and Recycle.
Inventory Disposition Evaluations by Disposition Evaluation Outcome Total number of Inventory Disposition Evaluations in Done State categorized by Disposition Evaluation Outcome (Approved, Approved with Conditions, Rejected, Canceled).
Average Time to Close Inventory Disposition Evaluations by Disposition Evaluation Outcome Average time taken to close Inventory Disposition Evaluations, categorized by Disposition Evaluation Outcome (Approved, Approved with Conditions, Rejected, Canceled).
Average Time to Close Inventory Disposition Evaluations by Inventory Type Average time taken to close Inventory Disposition Evaluations, categorized by Inventory Type.
Average Time to Close Inventory Disposition Evaluations by Disposition Reason Average time taken to close Inventory Disposition Evaluations, categorized by Disposition Reason.
  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Inventory Disposition Evaluations from the left menu.
  7. Select Dashboards.
Metric Description
Current Trends
Inventory Disposition Evaluations by Status - Open Total number of Inventory Disposition Evaluations categorized by Status (Draft, To Do, In Progress).
Inventory Disposition Evaluations by Business Priority Total number of Inventory Disposition Evaluations categorized by Business Priority (Critical, High, Medium, Low).
Inventory Disposition Evaluations by Disposition Reason Total number of Inventory Disposition Evaluations of Status (Draft, To Do, In Progress) categorized by Disposition Reason.
Inventory Disposition Evaluations by Inventory Type Total number of Inventory Disposition Evaluations of Status (Draft, To Do, In Progress) categorized by Inventory Type.
Due Date Monitoring
Inventory Disposition Evaluations Due in Next 24 Hours Total Number of Inventory Disposition Evaluations with Due Date within the next 24 hours categorized by Status (Draft, To Do, In Progress).
Inventory Disposition Evaluations Due in Next 7 Days Total Number of Inventory Disposition Evaluations with Due Date within the next 7 days from the current date categorized by Status (Draft, To Do, In Progress).
Inventory Disposition Evaluations Overdue Total Number of Inventory Disposition Evaluations with Due Date less than the current date/time categorized by Status (Draft, To Do, In Progress).
Inventory Disposition Evaluations Due in Future Total Number of Inventory Disposition Evaluations with Due Date greater than or equal to the current date/time categorized by Status (Draft, To Do, In Progress).
Network Performance
Inventory Disposition Evaluations by Assignee User Total number of Inventory Disposition Evaluations of Status (Draft, To Do, In Progress) categorized by Assignee User.
Inventory Disposition Evaluations by Inventory Custodian Total number of Inventory Disposition Evaluations of Status (Draft, To Do, In Progress) categorized by Inventory Custodian.
Organizational Performance
Inventory Disposition Evaluations by Final Disposition Decision Total number of Inventory Disposition Evaluations in Done State categorized by Final Disposition Decision.
Inventory Disposition Evaluations by Disposition Evaluation Outcome Total number of Inventory Disposition Evaluations in Done State categorized by Disposition Evaluation Outcome (Approved, Approved with Conditions, Rejected, Canceled).
Average Time to Close Inventory Disposition Evaluations by Disposition Evaluation Outcome Average time taken to close Inventory Disposition Evaluations, categorized by Disposition Evaluation Outcome (Approved, Approved with Conditions, Rejected, Canceled).
  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Inventory Disposition Evaluations from the left menu.
  7. Select Filter.

  8. In the Filters panel, fill in one or more of the following fields to filter the results:

    1. Display Identifier field – Search using the complete or partial disposition identifier.
    2. Title field – Search using the complete or partial disposition title.
    3. State field – Displays the current workflow state.
    4. Creation Time field – Filter by the date and time the disposition record was created.
    5. Initiator Company field – Search using the initiating company business name or identifier.
    6. Assignee Company field – Search using the responsible company business name or identifier.
    7. Assignee User field – Search using the assigned user.
    8. Due Date field – Filter by the target completion date.
    9. Disposition Reason field – Filter by the Inventory Disposition Evaluation scenario.
    10. Inventory Type field – Filter by the type of inventory under disposition.
    11. Material Code or Stock Keeping Unit field – Search using the material code, product code, or SKU.
    12. Lot or Batch Number field – Search using the affected lot or batch number.
    13. Business Priority field – Filter by Critical, High, Medium, or Low.
    14. Last Modified field – Read-only date and time in the system-configured format.

  9. Select Apply.
    All Inventory Disposition Evaluations matching the filter criteria are displayed.

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