SCM with Cycle Counting

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  1. SCM with Cycle Counting
  2. Process
  3. Corrections and cancellations
Process · Corrections and cancellations

Corrections and cancellations

A stock correction should leave the original ledger event available for inspection. The request, count evidence and decision explain why the team changed the stock position. A compensating movement points back to the movement it reverses. For work that has not executed, the owner can seek cancellation and the team can release the related claim.

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Step by step

  1. Identify Source Inventory Coordinator

    Inventory Coordinator selects the stock request and original posted movement, if one exists.

    • Finds original scope
    • Updates Stock requests, Stock movements

  2. Collect Evidence Inventory Coordinator

    Cycle Count Operations records a count or return observation and Inventory Coordinator attaches supporting material to the request.

    • Retains reason and observation
    • Updates Count sessions, Record attachments

  3. Request Review Inventory Coordinator

    Inventory Coordinator submits the changed scope and its current revision for decision.

    • Presents current revision
    • Updates Stock requests, Review decisions

  4. Decide Correction Inventory Reviewer

    Inventory Reviewer records Approve, Reject or Return with a reason for the source revision.

    • Records approval decision
    • Updates Review decisions
    ApprovalA person approves before the work moves on.

  5. Apply Bounded Outcome Warehouse Operator

    Warehouse Operator releases an unexecuted reservation or records a compensating movement linked to the original movement.

    • Releases claim or compensates ledger
    • Updates Stock reservations, Stock movements

  6. Reconcile Outcome Inventory Reviewer

    Inventory Reviewer checks the operation receipt and linked effect before closeout.

    • Verifies expected effect
    • Updates Operation receipts, Stock movements

Who does what

Roles and permissions
Inventory Coordinator
Prepares correction evidence; Cycle Count Operations records the observation; Inventory Reviewer authorizes the change; Warehouse Operator applies the physical outcome.

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