Reservations and movements

A reservation belongs to a stock request and identifies the item, location, quantity, expiry and optional lot. Its state tells the team whether the claim is active, released or consumed. It does not by itself change on-hand stock. That separation matters when several requests compete for the same food: a claim must be checked against eligible stock before a later issue can be confirmed.

A stock movement records the signed quantity and whether the effect was posted. It retains the request, item, location, optional lot, movement reference and revision. A reversal points back to the movement it compensates. Inventory Coordinator should trace the original and compensating records together rather than erasing an old posted line. The operation receipt records the outcome of the attempted action under an operation key and expected revision.

• Claim. Inventory Coordinator selects an eligible item, location and lot and records an active reservation for the request.
• Post. The coordinator records a signed movement only for an evidenced stock event, keeping its reference and parent request.
• Reconcile. Independent Reviewer checks posted effects against the receipt result and any linked reversal when the operation is disputed.

Set the rule for available stock from posted movements and active reservations. Decide how expiry and release state are checked at both reservation and issue. Agree whether a particular action requires a lot, and ensure the base unit on the item and request matches the movement’s quantity. Give each attempted operation a stable key so a retry can find its earlier result.

Agree how partial issues are represented. A consumed reservation should match the quantity actually issued, while any unused claim is released. For transfers, define the evidence expected at dispatch and receipt before marking the entire operation complete. A correction needs a new, linked movement with bounded quantity and an explanation. It should never silently alter a posted historical line.

A request calls for several cases of canned food. Inventory Coordinator checks Released Stock Lots, selects an eligible lot at an active location, and creates an active reservation. Active Stock Reservations shows the claim. The coordinator then records the signed movement for the physical issue and marks the claim consumed for the evidenced amount. Posted Stock Movements shows the effect and its parent request.

If the operation receipt remains pending, the team checks its operation key, expected revision and referenced movement before another action. A repeated command must resolve to the same effect rather than post the quantity again. If an earlier posted line was wrong, the coordinator links a bounded reversal to it and retains both records for audit. The request status can then reflect only the verified operation result.

• Active Stock Reservations — Current claims by request, item, location, lot and expiry.
• Posted Stock Movements — Signed effects with movement references and posting dates.
• Open Operation Receipts — Pending and failed results requiring reconciliation.

See reservation and posting for the stock path and receipt reconciliation for pending results.