Reservations and movements

A reservation identifies quantity held for a request, item and location, with an optional lot. Its state can be Active, Released or Consumed, and it carries an expiry date. A reservation tells the coordinator what is spoken for. It is not itself a stock movement.

Stock movements carry a signed quantity, posting flag, time, item, location, lot and parent request. These records are the history used to reconstruct physical stock. A movement can link through Reverses to an earlier movement when the team needs a compensating correction. Keeping the original entry gives reviewers the full trail of what was first recorded and how it was corrected.

• Check availability. Inventory Coordinator compares posted movements with active reservations for the exact item, location and eligible lot.
• Hold the scope. The coordinator records a reservation against the approved request, with quantity and expiry.
• Record the effect. The team links a signed movement to the request and checks whether it is posted before treating it as on-hand history.

The request’s approved quantity, the reservation’s quantity and the scan’s observed units can differ during partial work. The coordinator must compare them explicitly. For a move between locations, the signed effects should show where quantity left and where it arrived. A request status alone cannot stand in for those movement entries.

Define how stock is calculated from posted movements, including the sign used for receipts and issues. Decide how active reservations reduce available quantity, and who can release a claim when a request is rejected or cancelled. Set a policy for reservation expiry. The team should also decide how to handle a partial issue: the consumed part and the remaining claim need clear records.

Agree on a source effect key for a physical action so retries can be recognized. Define when a movement becomes posted and who reviews a correction. A reversal should point to the exact original movement and record only the allowed remaining scope. If a count finds a difference, keep the count evidence with the request and review it before posting a compensating quantity.

A request needs twenty units from a specific location. Ten are already promised to another request. The coordinator reads the posted movement balance and active reservations before claiming the new quantity. After approval, a reservation records what is held for this request. A physical scan confirms the item and units actually handled.

If only part of the quantity leaves, the movement records the signed amount that did leave. The reservation state and quantity need to reflect the remainder rather than implying full consumption. If that movement was wrong, the reviewer can inspect the scan and attachment, authorize the correction and link a compensating movement to the original. The posted history then explains the net balance without erasing the mistake.

• Active reservations — Current claims with quantity, location, lot and expiry.
• Posted stock movements — Posted effects with request and stock references.
• Approved requests — Reviewed demand ready for controlled stock work.

Use scan to movement for the issue case and reconciliation when an effect is uncertain.