Inventory & locations
See current supply, reservations and restrictions across stores and facilities.
Approval conditions
Quality Reviewer: Approve SupplyCheckPlans, SupplyCheckCriteria, ShelfLifePolicies and product/component restrictions through independently reviewed MasterChanges
Quality Reviewer: Approve SupplyChecks, SupplyDispositions and protected LotDateEvents independently of producer, receiver, observer, packet/criteria preparer and material editors
- SC-17386 PRD-5972
- SC-65489 PRD-3496
- SC-69655 PRD-1082
- SC-57862 PRD-8997
- SC-81640 PRD-2148
- Product
- PRD-5972
- Portion
- LP-41052
- WorkOrder
- WO-41366
- Inspector
- BW
- CompletedAt
Review waits for the quality reviewer.
- Products
- UnitsOfMeasure
- ProductUnits
- Warehouses
- Locations
- Lots
- LotPortions
- Serials
- ShelfLifePolicies
- LotDateEvents
- InventoryPositions
- StockLayers
- StockEvents
- StockMovements
- InventoryReservations
- StockTransfers
- StockTransferLines
- CountLocks
- InventoryCounts
- CountLines
- Returns
- ReturnLines
- ReturnDispositions
- SupplyCheckPlans
- SupplyCheckCriteria
- SupplyChecks
- SupplyCheckResults
- SupplyHolds
- SupplyDispositions
Keep one identity for each supply
A canonical product and base unit connect purchasing, stock, assembly and goods orders. Reviewed fixed packs translate buying and selling quantities into that same base without creating another inventory balance.
Facilities and departments belong to a legal company. Warehouses and locations identify physical custody, while the stock source retains accounting ownership. A shared building or group name cannot transfer ownership by itself.
Relevant products retain actual lot, serial, portion and date evidence. Untracked office or facility supplies follow their approved simpler policy. Missing required history remains an open restriction rather than a fabricated date or identifier.
Read current stock from its movements
Current positions and cost layers explain what physically remains and its carrying value. Receipts, transfers, consumption, assembly issues and corrections retain the events that changed that position. Historical receipt quantity is not added again to current stock.
Only disjoint current leaf portions carry availability. Aggregate lot history remains useful for tracing sources but is not another physical balance. A split preserves total quantity, original lineage, dates and active claims.
| Stock position | Meaning |
|---|---|
| Available | Owned quantity eligible under current controls |
| Reserved | Remaining supply protected for approved demand |
| Held | Owned stock with an unresolved restriction |
| Same-company transit | Dispatched quantity still owned during movement |
| Issued WIP | Material already transferred into assembly cost and custody |
Reserve the right source once
Department, sales, assembly and transfer requirements retain their own approved demand. Their reservations share the same remaining physical stock, preventing two demands from claiming the same units.
Replacing a soft reservation with a hard source claim does not subtract quantity twice. A new hold or date restriction blocks execution while retaining affected picked or uncertain claims for reconciliation. Moving goods to another bin does not free them for an unrelated order.
Follow actual transfers and receipts
Warehouse Manager independently authorizes the required transfer scope. Warehouse Operator records actual dispatch and each destination receipt. Partial or disputed arrival preserves what remains in transit, with its departure quantity and carrying basis.
A same-company transfer to a department retains owned inventory. Actual use has its own authorized source quantity and expense effect. Transfers between legal companies follow the selected paired commercial route in intercompany supply, including seller-owned transit before destination acceptance.
Preserve restrictions through handling
Quality Reviewer independently decides required check and restriction outcomes for exact populations. Warehouse and assembly staff record permitted factual observations, with actual independence from the producer or receiver being checked.
Every relevant hold and date rule still applies after transfer, segregation or assembly. Repacking does not extend original applicable component life. Material release requires an identifiable population; area or process checks retain their actual work context without fictional sampled goods.
Condition release changes eligibility separately from stock value. Valued held output remains owned, and physical scrap or return uses its separately approved quantity and carrying effect.
Count the actual physical scope
Blind counts bind the complete current location and identity population, including new or changed positions. Movement, reservation, restriction or population changes require reconciliation before a stale count can post.
Warehouse Manager independently reviews quantity adjustments, excluding counters and preparers. Finance Manager additionally approves protected value, discovery or other required exceptions. Known zero cost remains valid; unknown cost cannot be replaced with zero. Away transit and issued WIP are reconciled separately from the floor count.
Correct the remaining source
Customer returns trace the original title issue; supplier returns use current receipt-descendant carrying. Actual unused assembly returns create a new layer from the original issue’s remaining basis. A correction follows moved, consumed or delivered dependents rather than reversing a depleted origin.
Stock Availability and Restrictions brings these positions together. Department supplies follows actual use, while period close reconciles stock and carrying with the books.
Modules
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Department supplies
Follow department needs from approved request to actual supply use.
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Purchasing & suppliers
Follow approved purchasing through accepted deliveries and supplier settlement.
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Inventory & locations
See current supply, reservations and restrictions across stores and facilities.
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Supply-pack assembly
Build standard supply packs with clear component, work and cost records.
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Sales & billing
Connect genuine goods orders with actual fulfillment, approved billing and collected cash.
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Intercompany supply
Coordinate goods between group companies while keeping each side accountable.
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Finance
Connect supply costs, goods transactions and each company’s financial close.
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Reporting
See supply work, intercompany differences and financial results on a consistent basis.
Reports
All reportsStock Availability and Restrictions
Report current InventoryPositions and StockLayers at their actual company/facility/location/product/leaf-portion grain, with reservations, applicable dates and every active SupplyHolds. Aggregate lot/portion ancestors and historical movements provide lineage only. Staged stock, exclusive issued WIP, same-company transit and intercompany seller-owned transit remain distinct populations. At evidenced intercompany destination acceptance, ownership changes once; an incomplete local accounting posting appears as a reconciliation gap without presenting the same goods as available to both companies. Pending buyer custody is separate from owned buyer inventory. Units, current carrying and known-zero versus missing evidence retain their meaning.
Roles and permissions
Records actual receipt, movement, delivery and department use while preserving real performer identity.
Controls stock demand, movement, destination readiness and actual-use authorization.
Performs assigned released nonsterile supply-pack work and records actual sources.
Independently controls required nonclinical supply checks and exact restricted populations.
Related processes
Request to use
Follow department requirements through approved supply and actual use.
8 stages · 3 approvals
Procure to pay
Connect provider purchasing with accepted supply and actual supplier settlement.
8 stages · 3 approvals
Assemble supply packs
Follow standard packs from approved work through actual output and cost.
7 stages · 5 approvals