Stock position

Posted stock movements are the source of on-hand quantity. Each movement connects a stock request to an item and location, with a signed quantity for the effect. A lot can be linked where the item is lot tracked. The movement’s occurrence time and source effect key help the team distinguish separate operations and check whether an action was already recorded.

Operations Overview shows on-hand and available stock from posted movements, plus pending review decisions and failed operations. When a location appears short, Program Manager can trace the position to its posted movements and the parent requests. Warehouse Operator should look at both the item and location before an issue or receipt. For a lot-tracked item, the lot’s release state and expiry date matter as well.

• Ledger effect. Keep signed quantities in posted movements tied to their source request.
• Exact position. Inspect item, location and lot together when a lot applies.
• Correction lineage. Use the reversal reference to connect a compensating movement to the original.

A reservation changes available quantity without changing on hand. This distinction matters during a count: a physical observation is compared with the ledger’s on-hand position, while an issue decision also considers active claims. The team should not explain a physical shortage by subtracting reservations from the count.

Agree how the team identifies a posted effect and records its source effect key. Decide when a movement needs a lot reference and how the location is selected. For lot-tracked items, check expiry and release state before treating stock as eligible. Set a correction policy that preserves the original movement and records a separate compensating effect. The reviewer should be able to see the original and reversal side by side.

Agree who checks a movement after an approved count variance. The signed quantity should explain the change from the prior on-hand position to the reviewed result. If the operation receipt says the action completed, its effect references should identify the movement being counted. A mismatch belongs in the review queue.

Start with an approved count that differs from the movement-derived balance for one item and location. Ask Warehouse Operator to record the signed adjustment under the same stock request. Verify that the movement is posted and that its lot reference is present when required. Then simulate a correction: retain the first movement and create a compensating movement whose reversal reference points back to it. Check that Operations Overview reflects the posted effects and that the review evidence still explains both steps.

• Posted Movements — Posted ledger effects with item, location, quantity and reversal lineage.
• Released Lots — Lot records that can be considered during stock selection.
• Receipts Needing Review — Operations whose recorded effects need another check.

See stock execution and reconciliation.