Parts consumption to replenishment

Step by step

1. Record the draw Technician

   Select the exact part and authorized truck stock for the assigned call. The server validates positive quantity, available stock, command identity and the current call revision before accepting consumption. It captures the approved customer price and internal cost once. A disconnected draft waits for validation and is not yet an inventory posting. A failed or repeated event must preserve its original command key.

   • Post one validated stock consumption
   • Updates Service call parts, Parts, Truck stock, Stock movements

2. Prepare replenishment Inventory Clerk

   Inventory Clerk reviews low stock with the actual part and destination technician. Prepare the source warehouse and quantity, or a supplier request where procurement owns fulfillment. A threshold raises the need for review; it does not prove that a warehouse has available stock or that a supplier has accepted an order. Keep the request and its source evidence visible until a decision is recorded.

   • Request a specific stock replenishment
   • Updates Parts replenishments, Warehouse stock, Truck stock

3. Approve and fulfil Operations Manager

   Inventory Clerk prepares parts replenishments. An independent Operations Manager approves the exact source, destination, part and quantity. The clerk picks and loads approved stock; movement and source/destination balances update atomically once, with nonnegative available stock. External-owned warehouses use acknowledged inventory/procurement requests instead of local balance edits. Cancel only unposted requests; correct posted consumption or transfers with linked compensating stock movements and corresponding billing review.

   • Approve and post the transfer or external request
   • Updates Parts replenishments, Stock movements, Truck stock, Warehouse stock
   ApprovalA person approves before the work moves on.

4. Reconcile a correction Inventory Clerk

   Investigate a shortage against the original movement and call. A posted mistake is corrected with a linked compensating movement, preserving source and destination ownership and the original command receipt. Reject a duplicate reversal or a correction that would overdraw a balance. If the part was already invoiced, reconcile the corresponding billing adjustment. External-owner differences remain exceptions until the source acknowledges the corrected result.

   • Preserve stock and billing correction history
   • Updates Stock movements, Service call parts, Invoices

Technician

Records work only on assigned individual calls or calls assigned to a crew of which they are a current authorized member.

Inventory Clerk

Requests and fulfils parts transfers within the configured inventory ownership boundary.

Operations Manager

Owns service capacity, escalations and independent commercial decisions.

Admin

Maintains identities, integration configuration and operational settings; configuration authority does not bypass transaction controls.