These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- SCM with Cycle Counting
- Process
- Reconciliation
Reconciliation
A guarded operation has a stable operation key, expected source revision and result state. The operation receipt records what the action expected to do and the references to effects it produced. Inventory Reviewer uses those links to decide whether the recorded outcome matches the stock request and posted movement. Operations Overview brings pending decisions and failed operations into the daily review.
Step by step
-
Find Open Outcome Program Manager
Program Manager opens Pending, Failed or needs review receipts for a parent request.
- Selects unresolved work
- Updates Operation receipts, Stock requests
-
Inspect Source Revision Inventory Reviewer
Inventory Reviewer compares the expected revision with the stock request and its review decision.
- Checks authorized scope
- Updates Operation receipts, Stock requests, Review decisions
-
Compare Linked Effects Inventory Reviewer
Inventory Reviewer follows effect references to posted movements, reservations or count outcomes.
- Checks observed result
- Updates Stock movements, Stock reservations, Count sessions
-
Decide Discrepancy Inventory Reviewer
Inventory Reviewer determines whether a mismatch needs another source decision or a bounded correction.
- Records review direction
- Updates Review decisions, Operation receipts
ApprovalA person approves before the work moves on. -
Record Outcome Inventory Reviewer
Inventory Reviewer marks a matching receipt Completed or keeps a discrepancy in needs review.
- Sets verified result state
- Updates Operation receipts
-
Close Count Session Program Manager
Program Manager checks the approved session and linked result before marking it Completed.
- Ends reviewed count cycle
- Updates Count sessions
Who does what
Roles and permissions- Program Manager
- Monitors the queue and closeout; Inventory Reviewer checks source decisions and effects; Warehouse Operator supplies physical operation details when needed.
Set up SCM with Cycle Counting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.