Authorize the current stock request and reserve only the eligible quantity still free on the selected lot.
Inventory Clerk confirms the item, base unit and location context, enters the requested quantity and required date, and presents the request for review. Keep the owner and current revision clear for the next person.
Inventory Supervisor approves the request or records a Rejected, Returned or Escalated decision with a reason. The decision action refuses stale revisions and requests already executed or cancelled. Approval produces the decision evidence and advances the request revision.
Inventory Clerk reviews the chosen lot's release state, location and relevant dates. Apply the rotation and allocation method agreed during setup, then check the commitments already held against that lot.
Run the reservation action for the request and lot. The commitment cannot exceed on-hand stock less active held reservations. A successful action records the hold and its receipt; a shortfall produces a Failed receipt with the reason.
Inventory Supervisor reviews any shortfall or changed scope before the clerk proceeds. Repeating a successful request-and-lot operation reuses its existing reservation. If scope must change, use the supported correction or cancellation action to release affected holds.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.