Eligible stock reservation

Hold stock for a request only when eligible on-hand quantity remains free after existing active holds.

Step by step

Choose eligible stock Inventory Clerk

Inventory Clerk checks the lot's item, location, status and dates against the requested work. Review the supervisor's allocation policy where it applies to the operating decision.
- Establish eligible lot context
- Updates Stock lots, Stock items, Storage locations, Stock requests, Storage policies
Calculate free quantity Inventory Clerk

The reservation action compares lot quantity on hand with active Held reservations. Use the same base unit for the balance, existing holds and proposed quantity.
- Deduct active Held quantities
- Updates Stock lots, Stock reservations
Record the hold or shortfall Inventory Clerk

Eligible work within the free quantity creates a Held reservation and a Recorded receipt. A quantity beyond free inventory is rejected with a Failed receipt explaining the shortfall.
- Held reservation or Failed receipt
- Updates Stock reservations, Operation receipts
Inspect the result Inventory Supervisor

Inventory Clerk checks the request, lot and quantity on the reservation. Inventory Supervisor follows up a shortfall or changes the authorized request scope through the correction action.
- Confirm hold or investigate shortfall
- Updates Stock reservations, Stock requests, Operation receipts

And how to keep it from happening.

On-hand mistaken for free stock. An existing hold still commits quantity even when that stock remains physically at the location.
Expired date assumed to release a hold. Agree how the operating process handles expiry and verify the resulting reservation state before adding the quantity back.
Repeated request creates another hold. Equivalent retries use the stable request-and-lot operation key and must return the existing result.

Start free, then use Proto to change fields, steps and approvals before your team goes live.