Stock movements

A stock movement holds a signed quantity and a posted flag. It points to the parent request, item and storage location, with a lot reference when relevant. Its line number, revision, time and source effect key help the team distinguish one effect from another. The movement can also retain item code, lot code, base unit, expiry and unit cost in US dollars as recorded evidence.

Inventory Coordinator should treat the movement as the record of an actual quantity effect. The request describes the planned and reviewed work; the movement describes what was posted. Operations Overview uses posted movements to show on-hand quantity and subtracts active reservations to show available quantity. A draft or unposted movement must not be counted as stock already available.

• Match. Confirm the item, location and optional lot against the approved request.
• Post. Record the signed quantity and source effect key for the completed action.
• Correct. Use the reversal link to connect a correcting movement to the original.

Set a rule for the sign of receipts and removals so every operator interprets positive and negative quantity consistently. Decide which physical event permits a movement to be marked posted. Make the source effect key traceable to the guarded operation attempt and check that the parent request revision is still the one reviewed. Agree who may create a reversal and what evidence explains the correction.

Item and location codes need to be stable enough for historical reporting. A lot-tracked item needs the correct lot selected when posting. The lot’s expiry date and release state matter to later eligibility decisions. If a movement is reversed, the original remains visible; the team should not erase the earlier event from the ledger.

Take an Approved request for a returned item at a receiving location. Confirm the expected base unit and the lot where required. Post a positive movement with the parent request and effect key. Open the posted movement ledger and compare the actual quantity with the requested units. Inventory Reviewer then checks that the related operation receipt and movement point to the same action.

Now enter a correction case. A quantity was posted to the wrong location. Record the linked reversing movement, then record the correct location effect through the reviewed path. Auditor should see the original and reversal side by side, with the source request still available for context. The net quantity in Operations Overview should reflect posted entries rather than an edited historical total.

• Posted movement ledger — Posted effects with item, location, lot, signed quantity and reversal link.
• Executed requests — Completed requests from which the movement trail can be opened.
• Operation exceptions — Attempts needing review before another effect is accepted.

See stock execution and exception reconciliation.