Reservations

Trace each claim to a request, item and location before stock is consumed. Keep the related request, decision and stock evidence together as the case moves between people.

• Record the operating identity. A stock reservation gives a claim a quantity, expiry and state, with references to the request, item and storage location. A lot reference can identify the exact lot for controlled stock. The claim is separate from on-hand quantity: a reservation does not itself post a movement.
• Keep the control visible. Active, Released and Consumed describe the claim’s life. An active reservation needs a current request and eligible stock. The expiry date helps teams review claims that should no longer hold supply. The Lot Release & Expiry Gate also highlights reservations sitting on non-released or expired lots.
• Make the decision traceable. When a request is executed, the coordinator reconciles the claim with the posted movement and records whether it was consumed or released. A correction should preserve the link to the original request instead of creating an unexplained free quantity.

Agree when coordinators create reservations, how long claims remain active, and who resolves conflicts over the same lot. Establish a daily review for expired claims and claims attached to restricted lots.

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 request for a size-color SKU reserves units at a distribution location. Before the team records a movement, its lot is quarantined. The gate shows the active claim against a non-released lot. The coordinator returns to the request, finds another eligible lot if the operation still makes sense, and releases or changes the claim through the team’s normal review. The posted effect is reconciled only after the claim and lot agree.

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.

• Active reservations — Open claims with quantity, expiry, request and optional lot.
• Restricted lots — Lot restrictions relevant to active claims.

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.