Stock position

Stock items carry a SKU, base unit and lot tracking policy. Lots carry their own lot code, expiry and release state. Locations identify the operating sites where stock is held. These records provide the reference context for each movement.

A stock movement records signed quantity against a parent request, item and location. It can also reference a lot and a movement that it reverses. The posted flag distinguishes a posted row from a row still being prepared; reversal history remains linked to the original movement.

The movement row, rather than the request status, carries the signed quantity effect. A compensating row can point back to an earlier posted movement; that link preserves the original history for the Inventory Reviewer and Auditor.

• Identify. App Administrator maintains item, lot and location references used in stock work.
• Post. Inventory Coordinator records the signed effect against the approved parent request, item and location.
• Correct. Inventory Reviewer checks any compensating row and the original movement it reverses.

Agree item codes and base units before importing operational records. Decide who maintains lot release states, and reconcile location codes across organizations. Check how your team investigates a quantity discrepancy while preserving the original posted evidence.

For a lot-tracked item moving from one warehouse to another, the coordinator checks the item and lot before recording the signed effects at the relevant locations. The reviewer can follow the parent request, inspect the posted rows and see whether a correction points back to an earlier movement. This is more useful than looking only at a request marked executed.

Check the movement’s posted flag and signed quantity rather than inferring a stock change from request status. If a correction is needed, add a compensating movement linked to the original and inspect both rows. Use the receipt to investigate an uncertain outcome.

A movement can carry its own occurrence date, item code, lot code and unit cost in addition to references. Use those details to investigate an apparent discrepancy, but compare the linked item and location records first. The Auditor can read a correction in context because both rows remain associated with the request.

• Posted stock movements — Shows signed effects by parent request, item, location and occurrence date.
• Lots needing release — Shows pending lots with expiry and owner reference for eligibility checks.

See the related process and the data model for the connected records.