Reservation to stock effect

Step by step

1. Review request Inventory Reviewer

   Confirm the current approved revision. Inventory Reviewer owns the handoff at this stage.

   • Confirm the current approved revision
   • Updates Stock requests, Review decisions
   ApprovalA person approves before the work moves on.

2. Check lot eligibility Inventory Coordinator

   Check lot release and expiry if lot tracked. Inventory Coordinator owns the handoff at this stage.

   • Check lot release and expiry if lot tracked
   • Updates Stock lots, Stock reservations

3. Reserve eligible stock Inventory Coordinator

   Keep the claim tied to request, item and location. Inventory Coordinator owns the handoff at this stage.

   • Keep the claim tied to request, item and location
   • Updates Stock reservations, Stock requests

4. Record stock effect Inventory Coordinator

   Record signed quantity and outcome under the request. Inventory Coordinator owns the handoff at this stage.

   • Record signed quantity and outcome under the request
   • Updates Stock movements, Operation receipts, Stock requests

5. Reconcile evidence Inventory Reviewer

   Compare source revision and effect references. Inventory Reviewer, Auditor owns the handoff at this stage.

   • Compare source revision and effect references
   • Updates Stock movements, Operation receipts, Review decisions

Inventory Coordinator

Prepares the claim and records the effect.

Inventory Reviewer

Reconciles the result.

Auditor

Follows the retained trail.