Lot availability

The clerk selects a lot at a known storage location for an approved request. The reservation compares on-hand quantity with other held commitments before accepting another hold. A shortfall creates a failed receipt with the reason. Cancelled scope releases held quantity so another request can use the free balance.

• Prepare. Inventory Clerk checks a lot at its storage location before holding stock for a request. Inventory Supervisor reviews a shortfall through the failed receipt and the lot balance. A held reservation names both the request and lot.
• Set up. Agree which lot states can be reserved and who checks expiry dates before a hold. Enter an opening on-hand balance for an active item at a known location. Review all Held reservations against that lot before offering its remaining quantity to another request. Use the request and lot references consistently so a repeated hold can return its earlier result.
• Check. Keep the current record available to the next person before they change its state.

Agree which lot states can be reserved and who checks expiry dates before a hold. Enter an opening on-hand balance for an active item at a known location. Review all Held reservations against that lot before offering its remaining quantity to another request. Use the request and lot references consistently so a repeated hold can return its earlier result.

Check the first operating cycle with the assigned roles. Keep record identifiers stable when moving existing data so the next shift can recover the same case. Use the chosen location and item names consistently. Review the permitted states with the clerk and supervisor, then retain each earlier result when a later action corrects it.

Start with a lot showing 20 units on hand and an existing Held reservation for 12. Inventory Clerk tries to hold 9 units for another request. The available quantity is 8, so the action fails and leaves a Failed receipt with the shortfall. The clerk then submits a hold within the free quantity and confirms it appears in Held Reservations. If Inventory Supervisor cancels the authorized scope, check that its held quantity is released.

Ask the next person to locate the same record and explain its current state, owner and next action. Where an action writes a receipt, inspect that result before retrying. Keep any failed result visible for the supervisor and auditor, and use the relevant record’s current revision for another decision.

• Available Lots — Shows the record identity and current state for the next action.
• Held Reservations — Shows the related record or exception for the handoff.

See the related process for the handoff and the data model for the record links. Start the pilot with implementation.