12. DMSMS, last-time-buy and governed reports

Purpose

Turn obsolescence evidence into a separately authorised quantity decision and export controlled operational information.

Before you begin

• Item and named planner/approver exist
• Operational data exists for reports
• Company SMTP and a controlled test recipient are configured

Procedure

1. 1

   Record the DMSMS assessment and evidence reference.

2. 2

   Raise an LTB request with its own quantity and authority.

3. 3

   Have a different Project Manager approve it.

4. 4

   Export stock ledger, ageing, ABC/VED/FSN, shortage/excess and DMSMS as PDF, CSV and XLSX; open the XLSX and verify title, classification ceiling, typed quantities, filters and frozen header.

5. 5

   Create a site-scoped XLSX schedule with a classification cap, queue it now and process the notification queue as Tenant Administrator.

6. 6

   Pause and reactivate the schedule; verify the recipient, native XLSX attachment, message ID and delivery status.

Expected result

• Assessment does not automatically create procurement stock
• Originator cannot approve their own LTB
• Reports are allow-listed, site-scoped and classification-capped—not arbitrary SQL
• Native XLSX uses typed values and spreadsheet-safe text rather than a renamed CSV
• Every export records actor, filter, format and row count
• Scheduled delivery retains sent, retry or dead-letter outcome and never exceeds its configured classification