Reservations

A reservation holds a quantity for a stock request. It identifies the item, location and, when needed, lot. Active reservations reduce the quantity available for another request, but they do not change on-hand stock. A movement records the physical ledger effect only when the issue is confirmed. This separation helps a counter understand why a location can have goods physically present while fewer units are free for new work.

Consider two requests for the same item and location. Warehouse Operator checks posted movement quantity, then accounts for existing active reservations before assigning the second claim. If the item is lot tracked, the lot must also match. A released or consumed reservation should not remain in the active pool. The request link lets the team explain who held the quantity and why.

• Available scope. Check posted movement quantity and subtract active reservations for the exact item, location and lot.
• Reservation state. Keep an active claim visible until it is released or consumed.
• Physical issue. Record the later posted movement against the request when goods actually leave.

The reservation’s expiry date provides another point of review. Program Manager can inspect an old active claim that may no longer serve its original request. A stock request marked Cancelled should prompt a check of related claims. If a request was executed, the consumed reservation and posted movement should describe the same bounded issue.

Choose how warehouse staff select locations and lots for reservations. Define who can release a claim and what evidence confirms physical issue. Agree whether an expired claim is reviewed by the owner or by Program Manager. Check the stock item’s lot tracking policy before a lot is omitted. A lot in Quarantined or Blocked state should not be treated as ordinary available stock.

Set a rule for repeated issue attempts. The same reservation should not be consumed twice. Link the source request and resulting movement so a reviewer can see that the ledger effect came from one physical action. When a request is cancelled, release only the unexecuted claim; any posted effect needs a traced correction.

Use a released lot at one storage location and prepare a request for part of its on-hand quantity. Create an active reservation for the requested item, location and lot. Check Operations Overview: on hand stays tied to posted movements while available quantity reflects the claim. Confirm a physical issue, mark the reservation Consumed and inspect the posted movement under the same request. Then try the same issue again and verify that the existing claim cannot support a second physical effect.

• Active Reservations — Claims still reducing available quantity by request, item and location.
• Released Lots — Lots eligible for ordinary selection with expiry in view.
• Posted Movements — The later physical effects to compare with consumed claims.

See stock execution and corrections.