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Feature · Stock execution

Stock execution

Post approved stock work once and preserve each inventory effect.

OverviewPosted Movements
Returns Processing Center · Stock execution

Posted Movements

Stock movements

New
Record numberSubjectQuantitySigned quantityMoved atParent
SM-46629Receipt82023003 OctSR-92826
SM-68171Issue to WIP87062005 OctSR-29140
SM-86864Completion8106012 OctSR-80716
SM-21344Transfer49049013 OctSR-86113
SM-86115Scrap66024010 OctSR-32762
6 of 6 records
ReceiptStock movements · SM-46629
Quantity820
Signed quantity230
Moved at03 Oct
ParentSR-92826
LotSL-3576
Example screen with sample data

What you can do

Execute the approved request

An approved stock request gives the warehouse a defined item, quantity and location context. The Inventory Clerk uses the stock action to execute it. The workflow posts a signed stock movement, updates the linked lot’s on-hand balance, marks the request executed and writes an operation receipt. These effects belong to the same request, so the team can explain which action changed the physical stock position.

The movement has its own record number, posting state, owner, location, item and optional lot. Its signed quantity shows direction, while the source effect key identifies the request action. A repeated execution with the same key returns the existing effect instead of adding the quantity again. This matters when a page is refreshed or a caller retries after a slow response. Staff should use the receipt and movement ledger to verify what happened before running another command.

When a posted movement was wrong, a supervisor uses a compensating movement. The original posting stays visible and the correction points back to it. The lot balance receives the offsetting effect. That gives the Auditor a path from current quantity to the original request, the posting and the reason for correction. It also keeps a repeated reversal from producing several offsets for one mistake.

How the work is organized

  • Authorized source. Execute the reviewed request and its current quantity.
  • Posted effect. Read the signed movement and resulting lot balance after the action.
  • Correction trail. Reverse a wrong posting through a linked compensating movement.

What to agree during setup

Define which physical receiving and movement steps must finish before a clerk runs the action. Decide who checks the item and location at the point of posting. Agree how a failed or uncertain response is investigated using the request, movement and operation receipt. Give the supervisor responsibility for reversals and a reason for each correction; do not allow an operator to fix a balance by editing an old posted movement.

Check the handoff on an actual case

A supervisor releases eight accepted units for a returned item. The clerk executes the approved request. A signed movement of eight increases the selected lot balance, and a recorded receipt identifies the action. If the clerk retries the same action after a timeout, the source key resolves to the existing movement. If the lot was wrong, the supervisor posts a compensating movement, checks the corrected balance and retains both entries for the Auditor.

What your team sees

  • Posted Movements — Check which approved requests produced a stock effect.
  • Stock Movements Ledger — Follow a posting and any linked reversal through the full movement history.

Follow the work through

What it keeps track of

Data model
Stock requests
Requests to receive, move, reserve or issue stock.
Stock movements
Posted signed-quantity movements that change on-hand inventory.
Stock lots
Lot or serial level inventory held at a storage location.
Operation receipts
Recorded, verified, failed or corrected operation evidence.
Stock items
Stock keeping units with base unit, tracking mode and reorder settings.
Storage locations
Warehouses, bins, yards and cold rooms where stock is held.

Who uses it

Permissions
Inventory Clerk
Executes the reviewed request; Inventory Supervisor reverses or reconciles; Auditor traces the postings.

Set up Returns Processing Center your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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