Reservation to use

Step by step

1. Identify the request Inventory Coordinator

   Inventory Coordinator opens the reviewed stock request and checks its item, location and requested units.

   • Establishes item and quantity context.
   • Updates Stock requests, Stock items

2. Check eligible stock Inventory Coordinator

   Inventory Coordinator compares available stock with active claims and inspects a lot's release state and expiry.

   • Reviews lot and active claims.
   • Updates Stock lots, Stock reservations, Stock movements

3. Record the hold Inventory Coordinator

   An Active reservation links its quantity and expiry to the request.

   • Links quantity, site and expiry.
   • Updates Stock reservations, Storage locations

4. Review issue Inventory Reviewer

   Inventory Reviewer checks the physical issue against the approved request and held stock.

   • Checks the reviewed scope before issue.
   • Updates Review decisions, Stock requests
   ApprovalA person approves before the work moves on.

5. Record use Inventory Coordinator

   Inventory Coordinator records the stock effect and changes the reservation to Consumed when the claim is used.

   • Connects consumed claim with physical effect.
   • Updates Stock reservations, Stock movements

6. Release remainder Inventory Coordinator

   An unused hold is marked Released with its original request link retained.

   • Preserves unused claim history.
   • Updates Stock reservations

Inventory Coordinator

Manages the claim and issue evidence; Inventory Reviewer checks the approved scope; Auditor traces the retained reservation and movement.