Reservation and movement

Step by step

1. Read approved scope Stock Operator

   Stock Operator opens an Approved request and checks the item, location, quantity and revision.

   • Confirms reviewed revision and units
   • Updates Stock requests, Review decisions

2. Check stock Stock Operator

   Read posted movements and active reservations for the exact item, location and lot. Exclude Quarantined, Blocked or expired lots.

   • Finds eligible free quantity
   • Updates Stock lots, Stock movements, Stock reservations

3. Reserve stock Stock Operator

   Record an Active reservation for the eligible quantity and request. This claim does not change on-hand stock.

   • Claims scoped quantity
   • Updates Stock reservations

4. Post movement Stock Operator

   Append a signed movement with request, item, location, lot and source effect key. Record the operation result in a receipt.

   • Records signed effect and result
   • Updates Stock movements, Operation receipts

5. Verify outcome Inventory Coordinator

   Compare the posted effect and receipt with the approved request before treating the work as executed.

   • Confirms completion evidence
   • Updates Stock requests, Operation receipts

Stock Operator

Checks, reserves and posts; Inventory Coordinator verifies the request outcome; Inventory Reviewer can inspect the decision and movement trail.