Use lot eligibility and existing holds to prevent a request from overcommitting available inventory.
Inventory Clerk selects the item and location context for the request and examines the lot's state, quantity and dates. Confirm eligibility under the agreed operating policy.
Inventory Clerk examines active Held reservations against that lot. Free eligible inventory is the on-hand quantity less those existing held quantities.
Inventory Clerk runs the reservation action for the request and lot. An eligible quantity creates a Held reservation and a recorded receipt; a shortfall creates a failed receipt with its reason.
Inventory Clerk checks the reservation quantity, request link and expiry. A repeat action using the same operation identity must return the existing outcome rather than place another hold.
Inventory Supervisor corrects or cancels authorized request scope through the supported action, releasing held reservations. Inspect the resulting free quantity before other work uses the stock.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.