Reservations and movements

A reservation record carries a quantity claimed for a request, item and location, with an optional lot. Its state distinguishes an active claim from one released or consumed; the expiry date makes old claims visible. A coordinator can use these records when checking whether a part appears free for another request. Reservation state must be read alongside posted movement history and lot release state before anyone promises stock to a repair team.

A movement record carries a signed quantity, item, location, optional lot and parent request. The posted flag separates posted evidence from other records. A movement can point to a movement it reverses, so corrections remain traceable. The line number and revision help distinguish one recorded effect from another. The ledger supports an explanation of what changed at a location and why.

• Active claims. Review quantity, expiry and the request holding each reservation.
• Signed history. Read positive and negative movement quantities with their source request.
• Corrections. Preserve a link from a reversing movement to the original effect.

Agree how your team records reservations and posted movements before using these records to explain available stock. Decide how expired active claims are reviewed and who confirms a release or consumption. Keep base units consistent between the part, request and movement. Rehearse a reversal case so the original and corrective movement remain visible.

A depot needs one replacement drive. A reservation points to the request, the depot and a released lot, with an expiry date for the claim. The coordinator reads the claim against any posted movement for the same request, item, lot and location. If a correction has been recorded, its movement links to the original through the reversal reference. The auditor can read both effects and ask why the correction was made. The coordinator can explain what the records show for that request. Before promising a drive to the repair team, staff also check the lot state and whether the claim has expired. Staff also confirm the physical part before promising it to the repair team. The reviewer can compare the claim expiry with the movement date and ask whether the same lot appears in both records.

• Active reservations — Open claims by item, location and lot.
• Posted movement ledger — Signed posted effects and any linked reversal.

Read the related process.