Items and lots

Keep the apparel SKU and the physical lot separate so release and expiry remain visible. Keep the related request, decision and stock evidence together as the case moves between people.

• Record the operating identity. A stock item holds the SKU, name, base unit, organization, active flag and whether the item is lot tracked. A size-color style belongs in the item identity used by requests and movements. A stock lot then gives a lot-tracked item a lot code, owner reference, expiry and release state. The lot record carries release state and expiry for the eligibility check.
• Keep the control visible. Pending, Released, Quarantined and Blocked are distinct states. The Lot Release & Expiry Gate shows lots and reservations that require attention. A released label should be read together with the actual expiry date; an old release decision does not make expired goods eligible.
• Make the decision traceable. A movement can carry the exact item and lot, while a reservation can point to the same item, location and lot. This makes it possible to investigate a claim against restricted stock before a request is executed. The item’s base unit should remain consistent across the request and its movement.

Agree the SKU convention for size-color variants and the source of lot codes and expiry dates. Decide who maintains release state, how quarantine is resolved, and how owner references are reconciled when stock moves between sites.

Use a real size-color SKU and storage location to rehearse the first case. App Administrator should confirm the entity and site codes; Inventory Coordinator and Inventory Reviewer should agree which revision is ready for a decision. Keep that convention available to Auditor when the movement is reconciled.

A lot of a black medium style reaches its expiry window while an active reservation still points to it. The gate puts the lot and claim in the team’s daily review. The coordinator checks the request and location, and the reviewer examines the release context before any further effect. The team updates the lot state according to its operating decision and keeps the reservation and request evidence together.

At the handoff, compare the current request revision with the reviewer decision and any related lot, claim, receipt or posted movement. If a reference differs, give the case back to Inventory Coordinator with the mismatch named. Keep the earlier decision and effect visible to Auditor.

• Pending lots — Lot codes awaiting release attention, alongside their expiry.
• Restricted lots — Quarantined and blocked lots that must stay visible to reviewers.

Open the underlying record before making a decision that depends on revision, expiry, ownership or location. Inventory Reviewer should read the linked request and evidence before recording a reason; Auditor can follow the same references later.

See the operating handoff and the implementation sequence. Use the data model when mapping existing identifiers and references.