Channel Policy Review List
Which active policy guidance applies to the organization, and how are priority and safety-stock quantities interpreted?
From Allocation policies
- Inventory Allocation Engine
- Reports and analytics
Reports for the questions your team asks
Answer allocation and reconciliation questions from actual policy, reservation and movement fields.
Overview×
Inventory Allocation Engine · Overview
Inventory Allocation Engine dashboard
This quarter
Stock requests in view
6Total requested units
2,350Draft
6Required by in 14 days
2Stock lots by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Available | 45 | ||
| Quarantined | 8 | 18% | |
| Expired | 3 | 38% | |
| Consumed | 1 | 33% |
Quantity on hand by status
Sample totals per stage
Questions to answer
Open Allocation Demand Grouped
Which requests remain Draft, Review or Approved, with what item, location and required date?
From Allocation policies
Lot Availability and Holds List
How much of the lot quantity is already held, and what condition or expiry evidence needs review?
Operation Failure Review List
Which refused operations need supervisor follow-up, and what reason and operation identity explain them?
From Request review
Request Completion Comparison List
What quantities were authorized and posted, and what result did completion verification record?
More reports
Reservation Expiry Review List
List Held reservations by expiry date, request, lot and quantity to identify claims needing supervisor follow-up.
Posted Stock Effects Grouped
Sum Posted movements' signed quantity by organization, item, location and movement date, retaining the reference from each compensation to its original movement.
Review Outcome History List
Show each review decision's outcome, rationale, revision, owner and decision date against its source request.
Set up Inventory Allocation Engine your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.