Stock Movements

A stock movement is the posting that changes the recorded lot balance. Executing approved stock work posts the movement with its signed quantity and updates the lot’s on-hand quantity. The request then records its execution, and an operation receipt preserves the action result. Inventory Clerk can trace the stock effect back to the work that authorized it.

Each movement keeps its item, location, parent request and organization. A stable source effect key identifies the effect so repeating the same execution does not apply its quantity again. Where a posted effect needs reversal, Inventory Supervisor adds a compensating movement linked to the original and corrects the lot balance while retaining the original posting.

• Signed posting. Use the agreed sign convention for the requested stock action. Compare the movement’s signed quantity with the lot balance change and the quantity authorized on the parent request.
• Repeat protection. The source effect key is derived from the stock request. Equivalent execution retries should reuse the effect rather than post another movement against the same instruction.
• Compensation. Reverse a posted effect through the authorized reversal action. The new movement identifies the original through its reversal link, preserving the reason the balance was corrected.

Agree the quantity and sign convention for receiving, moving and issuing stock. Use an actual request and inspect the movement it produces. When work involves different locations, verify how the connected operating process represents each location’s stock effect before relying on the resulting balance.

Decide how the team reads movement status alongside the posted flag. Establish which postings enter reconciliation, how linked reversals are considered and how the original remains immutable. If cost is used in reporting, agree the source of the USD movement cost and its relationship to the item’s cost. Do not allow an unexplained currency assumption to distort the stock discussion.

Rehearse an approved receipt that adds 20 units to a lot holding 50 units. Inspect the posting and resulting balance of 70. Repeat the execution request with the same source effect key and confirm that the balance remains 70 with the original effect available.

Have Inventory Supervisor reverse that posted movement. The compensating effect should restore the lot balance according to the agreed sign convention, while the original posting remains unchanged. Repeat the reversal and confirm that the existing compensation returns rather than creating another adjustment. Ask the Auditor to explain the balance from the original and compensating records together.

• Posted Movements — Posted quantity effects with source keys and reversal links.
• Available Lots — Current lot balances and location context for comparison with the ledger.
• Failed Operation Receipts — Execution or verification failures that need investigation.

Follow stock execution and verification. Use correction and reversal when an authorized stock effect needs repair.