Locations and organizations

Organizations give stock work an ownership boundary. Storage locations belong to an organization and provide the named sites used on requests, reservations and movements. Team members connect a person and platform identity to that same organization. The request, decision and resulting records give each person a way to trace what changed and who acted.

A depot can receive a part while a second location acts as the counterparty for a move. Record both locations and check that the request belongs to the intended organization. The contact and eligibility note give operators local context at the point of selection.

• Set the scope. Start with the organization and part, then confirm the request location and any lot used for the case.
• Keep the decision. Inventory Reviewer checks the submitted revision and records a decision with a reason.
• Trace the effect. Inventory Coordinator follows the reservation or posted movement back to the approved request.

Agree organization codes, time zones, currency and which sites are active. Decide who maintains a location address and contact, and how a team member gets an active user identity. Keep membership administration separate from a review decision on stock work. Inventory Coordinator and Inventory Reviewer should rehearse the usual case and an exception using the same request.

Choose a request owned by Inventory Coordinator and referring to a depot and counterparty. Check the organization on the request against the owner and locations. Review a movement created from the case and confirm it uses the same item and intended location. Inventory Coordinator shows the source request; Inventory Reviewer explains the decision on its revision. Auditor traces the outcome without changing records. Pause a case with a mismatched item, location, lot or revision before another action.

For a depot transfer, confirm which location sends the item and which one receives it. Inventory Coordinator records the case under the intended organization; App Administrator checks both location codes and active membership. Inventory Reviewer then checks that the proposed movement remains within that scope before deciding on the request.

• Active requests board — Active requests board groups draft, review and approved cases so location scope can be checked.
• Due stock requests — Inventory Coordinator checks required dates, owners and locations before preparing the next case.
• Posted movements — Auditor checks signed quantities and reversal links against the request.

Follow the request review and verified stock effect processes. Use the data model when preparing linked records.