Lot reservation

Step by step

1. Read the request Inventory Clerk

   Inventory Clerk confirms the item and requested units on the stock request.

   • Establishes item and requested units
   • Updates Stock requests, Stock items

2. Choose a lot Inventory Clerk

   The clerk checks the item's lot at its storage location and confirms Available status.

   • Selects eligible location stock
   • Updates Stock lots, Storage locations

3. Calculate free stock Inventory Clerk

   On-hand quantity is reduced by active Held reservations against the lot.

   • Checks unclaimed on-hand quantity
   • Updates Stock lots, Stock reservations

4. Attempt a hold Inventory Clerk

   The reservation action checks the free quantity and creates a Held reservation when the request fits.

   • Creates a Held claim when eligible
   • Updates Stock reservations, Stock requests

5. Record result Inventory Clerk

   Success writes a Recorded receipt; insufficient quantity writes a Failed receipt with the shortfall.

   • Records success or failure reason
   • Updates Operation receipts

6. Release or consume Inventory Supervisor

   Later request correction or cancellation releases a Held reservation; completed work can consume its hold.

   • Restores free quantity when scope ends
   • Updates Stock reservations, Stock requests

Inventory Clerk

Checks and reserves stock; Inventory Supervisor corrects or cancels authorized scope and reviews failures; Auditor reads receipts.