The inventory ledger
The inventory ledger is the audit trail. Stock movements, planning projections, disposition moves, and cost-only changes are appended as events; projected balance tables make those events fast to read.
What one event holds
Section titled “What one event holds”| Field group | Holds |
|---|---|
| Where | Organization, location, item, and optional lot. |
| What changed | Event type, positive quantity, unit cost, extended cost, and disposition fields. |
| Why | Reference type/id, parent event, event subtype, adjustment reason, and notes metadata. |
| Who and when | Actor, occurred timestamp, and idempotency key. |
Stock event quantities are positive; the event type determines whether the movement increases or decreases stock. Cost-only events use quantity 0. Demand and expected-supply events have no lot or cost.
How to read the ledger
Section titled “How to read the ledger”- Filter to the surface you care about. The app supports filters for event type, movement class, item, document type/id, actor, occurrence date, lot, and text.
- Read the source/cause. Purchase receipts, sales consumption, manufacturing events, stocktakes, transfers, and adjustments link back to the source where the code can resolve one.
- Compare before and after. On-hand event rows show signed movement and on-hand before/after when the ledger can calculate it.
- Use cost fields for valuation history. Stock events carry unit and extended cost. Revaluation events show cost-only changes.
Projections built from it
Section titled “Projections built from it”| Projection | Grain | Holds |
|---|---|---|
inventory_lot_balances | item x location x lot x disposition | Quantity, unit cost, received date, origin event, active flag. |
inventory_item_balances | item x location | On hand, demand, expected, available to promise, last verified date. |
inventory_expected_summary | item x location x reference | Remaining expected supply by source document. |
inventory_demands_summary | item x location x reference | Remaining demand by source document. |