Reservation review

Step by step

1. Prepare request Inventory Coordinator

   Inventory Coordinator records the item, location, requested units and required date on the stock request.

   • Defines what is requested and where
   • Updates Stock requests, Stock items, Storage locations

2. Submit for review Inventory Coordinator

   The coordinator presents the current revision and any supporting evidence for independent inspection.

   • Presents the revision for review
   • Updates Stock requests, Record attachments

3. Decide revision Inventory Reviewer

   Inventory Reviewer checks the item, lot context, location and requested quantity before recording a reasoned decision.

   • Captures the decision and checks lot context
   • Updates Review decisions, Stock lots
   ApprovalA person approves before the work moves on.

4. Execute approved action Inventory Coordinator

   Inventory Coordinator follows the approved request to the reservation record and its initial state.

   • Records the claim and action result
   • Updates Stock reservations, Operation receipts

5. Reconcile evidence Inventory Reviewer

   Inventory Reviewer compares the request, reservation quantity and operation receipt.

   • Compares requested and reserved units
   • Updates Stock reservations, Stock requests, Operation receipts

Inventory Coordinator

Prepares and follows the reservation request; Inventory Reviewer decides the revision and reconciles the claim; Auditor reads authorized history.