Stock movements

An approved stock request becomes an inventory effect through the posting action. The movement records the item, location and lot, its quantity and signed quantity, and the parent request. The signed amount changes the lot’s on-hand balance. The request moves to Executed and the action writes a recorded receipt that staff can inspect.

The movement’s source effect identity links repeat requests to the original posting. This matters when a warehouse user retries an action after a delayed response. The team needs to find the saved effect and current balance before treating the retry as new work. A repeated request must not add or subtract the same stock again.

• Authorized posting. Inventory Clerk executes the approved request through the stock action. Item, location, lot and quantity establish what changed and where the resulting balance belongs.
• Ledger evidence. Posted movements retain their occurrence time, revision and source effect identity. The parent request provides the approved scope, while the receipt explains the operation outcome.
• Compensating reversal. Inventory Supervisor reverses a posted movement through a new compensating movement linked to the original. The balance is corrected while the original posted evidence remains intact.

Agree the sign convention for the receive, move or issue actions used in your pilot. Reconcile that convention with the authorized request quantity and selected location. Confirm how the action handles a location change before relying on it across bins. Each saved effect must have a clear explanation in the request and movement evidence.

Decide who investigates a posting that appears to have failed after a balance changed. Use the source effect identity and receipt before attempting another action. Establish the evidence required for a reversal and who may request it. The supervisor should distinguish a change to unexecuted request scope from a correction to an already posted effect.

Prepare and approve a rehearsal request for a familiar item and location. Note the starting lot balance, execute the request and compare the saved signed quantity with the balance change. Inspect the request’s Executed state and the recorded receipt. Ask the Auditor to trace the same result from the movement back to its source request.

Repeat the execution request and confirm that the balance remains unchanged on the retry. Then have the Inventory Supervisor reverse the original posting. Inspect the compensating movement and its link to the original, and compare the restored balance with the expected result. Repeat the reversal and check that it returns the same compensation. Finally, reconcile the request and investigate any difference from the authorized quantity.

• Posted Movements — Saved stock effects with signed quantities, lot references and reversal links.
• Open Stock Requests — Authorized work awaiting execution or other follow-up.
• Failed Operation Receipts — Posting or verification problems requiring investigation.

Follow posting and verification and use correction and reversal for a saved effect that needs correction.