Account for existing holds and lot eligibility before committing stock to dock work.
Inventory Clerk examines the lot's item, location, state and dates. Confirm that the stock meets the operating eligibility policy before requesting a hold.
Inventory Clerk compares the lot balance with active Held reservations. Subtract those commitments from on hand to establish the quantity still available for the new request.
Inventory Clerk runs the reservation action for the request and lot. A valid quantity creates a Held reservation and recorded receipt; an excess creates a failed receipt with the shortfall.
Inventory Clerk checks the saved reservation and receipt. Repeating the same request-plus-lot operation returns the existing result instead of reserving the quantity again.
Inventory Supervisor uses the correction or cancellation action when the authorized quantity changes. Inspect released holds and the resulting free stock before committing it to another request.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.