Request to physical issue

Step by step

1. Prepare stock request Coordinator

   Coordinator assigns the client, item, location, owner, quantity and due date; attaches source evidence.

   • Coordinator assigns the client, item, location, owner, quantity and due date; attaches source evidence.
   • Updates Stock requests, Record attachments

2. Review request Inventory Reviewer

   Inventory Reviewer checks the current revision and records a reasoned decision.

   • Inventory Reviewer checks the current revision and records a reasoned decision.
   • Updates Stock requests, Review decisions
   ApprovalA person approves before the work moves on.

3. Reserve eligible stock Warehouse Operator

   Warehouse Operator uses posted movements less active claims for the selected item, site and lot.

   • Warehouse Operator uses posted movements less active claims for the selected item, site and lot.
   • Updates Stock reservations, Stock movements, Stock lots

4. Confirm physical issue Warehouse Operator

   Warehouse Operator consumes the claim once and posts a negative signed effect.

   • Warehouse Operator consumes the claim once and posts a negative signed effect.
   • Updates Stock reservations, Stock movements, Operation receipts

Coordinator

, Inventory Reviewer, Warehouse Operator.

The Coordinator owns source scope; the Inventory Reviewer makes independent decisions where the process requires approval.

Warehouse staff record physical effects.

The Reconciliation Analyst investigates uncertain outcomes.