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Stock Commitments
Purpose
Define how future operational demand affects the quantity of stock considered available for other uses.
Scope
Commitments for ingredients, packaging, and bought-in products across stock locations, including relevant shelf-life constraints.
Actors
- Warehouse staff
- Purchasing staff
- Production planners
- Production supervisors
- Management users
Related Data / Entities
Stock items, locations, batches, expiry dates, orders, production requirements, Bills of Materials, commitments, and stock movements.
Business Rules
STK-COM-001— Available stock must distinguish physical quantity on hand from quantity already committed to future requirements.STK-COM-002— A commitment must identify its source requirement, required date, item, quantity, and stock location or allocation context.STK-COM-003— Stock expiring before the required date must not count as available for that requirement.STK-COM-004— Actual stock consumption is recorded when production or fulfilment activity occurs, not merely when a commitment is created.
Workflow
- Confirmed demand creates or updates a stock requirement.
- The system calculates the resulting commitment against suitable stock.
- Amendments or cancellations adjust the commitment.
- Completion creates stock movement entries and releases or reconciles the commitment.
Validation
Commitment quantities must use the item's defined unit of measure and must reference a valid source requirement and required date.
Permissions
Authorised users may view commitments. Manual overrides, releases, or reallocations require a specific stock-management permission and reason.
Audit & History
Commitment creation, recalculation, release, override, and conversion to actual stock usage must be traceable to their cause and effective time.
Exceptions & Edge Cases
- An order is amended or cancelled after stock is committed.
- Stock expires between allocation and the requirement date.
- Goods expected from a supplier arrive late or in a partial quantity.
- Multiple requirements compete for insufficient suitable stock.
- Production records a different actual quantity from the committed quantity.
Related Modules
- Orders
- Production
- Bills of Materials
- Stock ledger and expiry
- Purchasing and replenishment
- Locations
Open Decisions
- Define exactly when an order creates a commitment.
- Define whether commitments reserve specific batches or remain calculated quantities.
- Define allocation priority where suitable stock is insufficient.
- Define how future-dated cost and quantity changes affect existing commitments.