Illustrative example
Scoping sheet · Supplier invoice entry
- Problem
- Invoices arrive by email and are keyed into the ERP by hand, which slows processing and causes entry errors.
- In scope
- Reading invoices received by email, matching them to the purchase order, preparing the ERP entry for approval.
- Out of scope
- Expense claims, supplier payments, back-loading past invoices.
- Owners
- On the client side, the accounts payable manager and an IT contact. On Claro's side, a project owner and an integration engineer.
- Acceptance criteria
- On a sample of real invoices, every field read is correct or flagged for checking. No entry is posted without approval. Processing time is measured before and after.
- End-of-stage decision
- Go ahead with design on this scope and these criteria.





