A supervisor decision establishes the intended scope. The reservation workflow still has to check the actual lot and the stock already held for other demand. Approved demand cannot create additional supply or replace another request's valid claim.
Inventory Clerk opens the approved request and confirms the item, requested units and intended location. Resolve any base-unit ambiguity before requesting the hold. Ask the supervisor to clarify changed demand before acting on a different quantity.
Inventory Clerk checks the lot's status, quantity on hand, expiry date and storage location together with existing Held stock reservations. The selected lot must be eligible for the action, and its free quantity excludes active held claims.
Inventory Clerk runs the reservation workflow with the request and lot identity. A successful operation creates the claim and records a Recorded operation receipt. A quantity exceeding free eligible stock is refused and records a Failed receipt with the shortfall.
Inventory Supervisor investigates a refused claim before changing authorized scope. Inventory Clerk inspects the recorded hold and follows the approved receive-or-move action when that work is required. Check its movement and receipt separately when explaining the resulting lot balance.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.