Stock requests

Inventory Coordinator opens a stock request for the item and storage location where work will occur. The request identifies its organization, owner, requested units and required date. Its record number gives the count session, evidence, decision and eventual movement a common reference. A team can distinguish a request still in Draft from one in Review or Approved without relying on a comment thread.

Consider an item counted in a named storage location. The coordinator records the quantity being requested and the due date, then checks that the item uses the expected base unit. If the item is lot tracked, the team also identifies the relevant lot and its release state before any stock effect. The request revision matters because a decision on an older revision should not silently authorize a changed quantity.

• Request scope. Record the item, organization, location, owner, quantity and due date on the parent request.
• Review history. Keep decisions and attachments linked to that same request so a reviewer can inspect the current revision.
• Execution trail. Link movements, reservations and operation receipts to the request that authorized the work.

The owner can prepare a request and move it to Review. Inventory Reviewer makes the independent decision. Warehouse Operator handles physical movement only after the relevant scope has been authorized. Program Manager checks that execution and review remain tied to the same record number.

Decide how the team chooses a storage location and when it uses Counterparty for another location. Agree how requested units are entered in the item’s base unit, who owns requests that cross shifts, and when a due date makes work urgent. Set the rule for correcting a request after review begins. A new revision needs a new decision if the approved scope changes.

Define when a request moves to Cancelled and who releases a related active reservation. A request already Executed needs a traced compensating movement for any stock correction. Keep the original execution history available to the reviewer. Agree what source evidence staff will retain on the request.

Take a request for a lot-tracked item at a single location. Have Inventory Coordinator enter its requested units, owner and date. Open a count session under that request and attach the source evidence. Then ask Inventory Reviewer to inspect the revision and decision history before approval. Finally, check whether the posted movement and operation receipt point back to the same parent. A mismatch is a handoff issue to resolve before the count is closed.

• My Stock Requests — The owner’s requests with status, due date, item and location together.
• Requests in Review — Requests awaiting an independent decision on the current revision.
• Stock Request Board — Work grouped across draft, review, approval and execution states.

See count and review and stock execution.