Inventory Stock Position
Describe a source-qualified inventory quantity position by product, ownership, location, status and time.
Bundle → Layer → Finding → Questions Filled
6 bundles · 12 layers · 12 findings · 36 questions
Position identity and custody Stock-position concerns: position identity and custody.
Position key and aggregation grain
Time-qualified stock-position assertions for position key and aggregation grain, with declared source semantics and master authority.
Position key and aggregation grain record
Time-qualified stock-position assertions for position key and aggregation grain, with declared source semantics and master authority.
- Which issuer, product reference and complete dimension tuple identify this position without merging distinct lots or owners? identity
- Which dimensions were filtered before aggregation, which were grouped, and which were suppressed from this view? composition
- Does an absent row mean zero stock, an excluded dimension, no history or an incomplete response? quality
Owner, custodian and location scope
Time-qualified stock-position assertions for owner, custodian and location scope, with declared source semantics and master authority.
Owner, custodian and location scope record
Time-qualified stock-position assertions for owner, custodian and location scope, with declared source semantics and master authority.
- Who owns the stock and who holds custody, under which organization and consignment references? ownership
- Which warehouse, bin, transit or external location is represented and which parent totals already include it? spatial
- Which authority may disclose or change this owner's quantity without changing ownership merely because goods moved? authority
Measured quantities and restrictions Stock-position concerns: measured quantities and restrictions.
Quantity basis and measurement semantics
Time-qualified stock-position assertions for quantity basis and measurement semantics, with declared source semantics and master authority.
Quantity basis and measurement semantics record
Time-qualified stock-position assertions for quantity basis and measurement semantics, with declared source semantics and master authority.
- What quantity, unit, precision and product-specific conversion basis does each measure carry? measurement
- Is the value counted, measured, estimated or system-derived, and what uncertainty or rounding accompanies it? evidence
- Are negative, zero, unavailable and unknown values permitted for this measure, and what evidence explains an exception? exception
Stock status, condition and traceability
Time-qualified stock-position assertions for stock status, condition and traceability, with declared source semantics and master authority.
Stock status, condition and traceability record
Time-qualified stock-position assertions for stock status, condition and traceability, with declared source semantics and master authority.
- Which source-defined status and lot or serial constraints qualify the reported quantity? classification
- Which quarantines, damage, expiry or other restrictions affect usability, and where is the authoritative evidence? constraint
- Can status buckets overlap, and how is a transition represented without counting the same stock twice? state
Availability and commitments Stock-position concerns: availability and commitments.
Reservations and usable quantity
Time-qualified stock-position assertions for reservations and usable quantity, with declared source semantics and master authority.
Reservations and usable quantity record
Time-qualified stock-position assertions for reservations and usable quantity, with declared source semantics and master authority.
- What physical and expected-receipt reservations apply, at which dimension hierarchy and for which demand references? relationship
- Which versioned formula and inputs produce availability, including soft reservation offsets without duplicate subtraction? measurement
- Is the result informational or an authoritative booking response, and what expiry and access conditions limit reliance on it? authority
Incoming, outgoing and projected position
Time-qualified stock-position assertions for incoming, outgoing and projected position, with declared source semantics and master authority.
Incoming, outgoing and projected position record
Time-qualified stock-position assertions for incoming, outgoing and projected position, with declared source semantics and master authority.
- Which confirmed or tentative receipts and issues contribute to the selected planning horizon? event
- Which forecast assumptions distinguish projected stock from current physical on-hand and available-to-promise? measurement
- How are canceled, delayed or partially fulfilled commitments reflected without rewriting observed quantities? lifecycle
Observation time and reconciliation Stock-position concerns: observation time and reconciliation.
Snapshot currency and source ordering
Time-qualified stock-position assertions for snapshot currency and source ordering, with declared source semantics and master authority.
Snapshot currency and source ordering record
Time-qualified stock-position assertions for snapshot currency and source ordering, with declared source semantics and master authority.
- At what effective instant and recording instant was the position observed, with which explicit timezone and source watermark? temporal
- Are all pages and dimensions from one consistent snapshot, or is consistency unknown or explicitly eventual? quality
- Which late, repeated or corrected source records change the interpretation, and what stale-data policy prevents treating old stock as current? provenance
Count evidence and adjustment disposition
Time-qualified stock-position assertions for count evidence and adjustment disposition, with declared source semantics and master authority.
Count evidence and adjustment disposition record
Time-qualified stock-position assertions for count evidence and adjustment disposition, with declared source semantics and master authority.
- What was independently counted, when and by whom, against which expected position and method? evidence
- Which movements occurred between count and application, and how was the difference reconciled before approval? validation
- Was an adjustment proposed, approved, applied or reversed, and where is the immutable master receipt? decision
Change lineage and operational boundary Stock-position concerns: change lineage and operational boundary.
Movement lineage and balance reconciliation
Time-qualified stock-position assertions for movement lineage and balance reconciliation, with declared source semantics and master authority.
Movement lineage and balance reconciliation record
Time-qualified stock-position assertions for movement lineage and balance reconciliation, with declared source semantics and master authority.
- Which opening position and authoritative movement records explain the closing position for the chosen dimension grain? provenance
- Which unexplained differences, omitted events or unit conversions prevent a valid reconciliation? exception
- Are the evidence set and reconstruction rule complete enough to reproduce the view without claiming an event feed itself is a balance? validation
Operational action and concurrency boundary
Time-qualified stock-position assertions for operational action and concurrency boundary, with declared source semantics and master authority.
Operational action and concurrency boundary record
Time-qualified stock-position assertions for operational action and concurrency boundary, with declared source semantics and master authority.
- Which authorized master endpoint accepts a reservation, transfer or adjustment instead of treating a local property edit as execution? authority
- Which expected version, action identifier and receipt distinguish a safely confirmed action from an uncertain or duplicated request? requirement
- What must the agent do when the master rejects a request, the response is lost or another worker changed the position? exception
Governed stock knowledge and exchange Stock-position concerns: governed stock knowledge and exchange.
Mastership, access and retention
Time-qualified stock-position assertions for mastership, access and retention, with declared source semantics and master authority.
Mastership, access and retention record
Time-qualified stock-position assertions for mastership, access and retention, with declared source semantics and master authority.
- Which source owns each measure, and which cached or federated copies are subordinate to that authority? ownership
- Which owner, counterparty or location details may each role read, aggregate or export? access
- Which records must remain reproducible after correction, deletion or access withdrawal, subject to the applicable retention policy? retention
Exchange fidelity and semantic validation
Time-qualified stock-position assertions for exchange fidelity and semantic validation, with declared source semantics and master authority.
Exchange fidelity and semantic validation record
Time-qualified stock-position assertions for exchange fidelity and semantic validation, with declared source semantics and master authority.
- Which source bucket, dimension, unit and timestamp mappings are preserved, transformed or lost in this projection? interoperability
- Can the target represent unknown or signed balances when an EPCIS quantity has different constraints, or must export be rejected or explicitly extended? constraint
- Which subject-specific fixtures test consignment, hierarchy reservations, negative balances, concurrent counts and incomplete snapshots before an adapter is trusted? validation
Classifiers Filled
- Family
- World Models
- Category
- Physical world and living systems
- Entry kind
- aggregate
- Navigation path
- NAV.PHY.OBJ.INV
- Domain
- PHY.OBJ.INV
- Industry
- Cross-industry
- Tags
- inventorystockpositionphy.obj.inv
What it is Filled
The aggregate owns stock-position identity, declared dimension grain, measured and derived quantities, snapshot currency, reconciliation evidence and bounded operational references. It is informational, not a physical object or execution engine.
In scope
- Stock dimension tuple, custody, restrictions and quantity basis
- Reservation and planned-measure semantics with source-defined formulas
- Snapshot consistency, count reconciliation, lineage and governed exchange
Out of scope
- Physical product geometry or material remastered as properties of a balance
- Inventory booking engine, automatic warehouse actuation and oversell guarantees
- Legal title determination, financial valuation and accounting entries
Why it exists Filled
Describe a source-qualified inventory quantity position by product, ownership, location, status and time.
Distinguishing features Filled
- A quantity balance at a declared grain of product, owner, location, status and time, not a physical item.
- Differs from an inventory movement, which records a change; the position is the resulting state.
- Keeps on-hand, reserved, available and projected measures distinct, each with its own formula.
- Is not a valuation or a title record: quantity on hand says nothing about legal ownership or book value.
What robots and AI may and may not do Filled
Must not
- Treat unknown or stale stock as zero or as available.
- Post adjustments directly from count evidence without approval.
- Promise availability to customers as a guarantee.
- Retry an uncertain stock transaction before checking for a receipt.
- Infer legal ownership or financial value from a quantity.
Only with a human decision
- Approving inventory adjustments and write-offs.
- Releasing stock held under quality or legal restriction.
May
- Read a stock position at a stated grain and snapshot time.
- Explain how available quantity was derived from on-hand and commitments.
- Compare count evidence with the recorded balance and report variances.
- Route an authorized adjustment request to the inventory master.
Moral aspects Filled
- Wrong availability for medicines, food or spare parts can harm people who depend on them.
- Count variance investigations can unfairly target warehouse staff; evidence should drive conclusions.
- Overstated stock can mislead buyers, lenders and auditors.
Who is affected
- Customers and patients depending on availability
- Warehouse and store staff
- Owners, lenders and auditors relying on stock figures
Owners Filled
Steward
Declare the Dimension owner and delegated inventory steward.
Roles
- Dimension owner
- Defines namespaces and federation policy.
- Inventory steward
- Owns stock measure semantics and source bindings.
- Count observer
- Records evidence without assuming adjustment approval.
- Adjustment approver
- Authorizes a scoped master change under policy.
- Reviewer
- Checks aggregation, reconciliation and mappings.
- Custodian
- Maintains authorized caches and evidence retention.
Links to other meta-models Filled
references
- WM-OBJ-001 - Link identifiable physical items only when item-level evidence exists; aggregate remains nonphysical.
- WM-OBJ-002 - Resolve product identity and qualified unit basis.
- WM-FLW-012 - Link authoritative stock movements without assuming complete ledger coverage.
aligned
- https://ref.gs1.org/standards/epcis/2.0.1/ - Candidate event-evidence alignment with explicit quantity and time mapping losses; not conformance.
- https://www.w3.org/TR/prov-dm/ - Describe attribution and derivation, not permissions or physical truth.
neighbor
- WM-OBJ-001 Physical Item - REFERENCE only: a stock aggregate is not a serial item or its physical characteristics.
- WM-OBJ-002 Product Type / Catalog Item - Product identity and unit conversion master stay referenced, not copied.
- WM-FLW-012 Inventory Movement - Movement changes positions but is not itself the current balance; no complete event ledger is assumed.
- Reservation, order, warehouse and valuation masters - Position retains qualified references and quantities; execution, facility identity and monetary valuation remain external.
parent
- WM-OBJ-001
What else AI and robots need to interact with it Filled
Identity and identifiers required Filled
- Authoritative master-system identifier
- Governed issuer-qualified URI or global identifier
- Dimension-issued UUID with issuer context
Direct properties not applicable Not applicable
Not applicable
A stock position is a record of quantities; the stocked items carry the physical properties.
Recognition optional Filled
- A stock position is identified by product, location, owner, stock status, lot or serial where tracked, and timestamp.
- Confused with a stock movement, a reservation, a physical item and an inventory valuation.
Capabilities and actions required Filled
- Read a qualified stock position: Retrieve stock for one declared dimension grain.
- Explain availability: Trace source-defined availability formulas without executing reservations.
- Describe projected stock: Keep planning-horizon estimates distinct from observed balances.
- Reconcile count evidence: Compare a count and intervening movement evidence before proposing an adjustment.
- Route an authorized action: Describe a master-mediated reservation or adjustment with explicit uncertain outcomes.
- Exchange with semantic loss report: Map authorized stock knowledge while preserving incompatible target constraints.
Hazards and failure modes required Filled
- Overselling from stale or double-counted availability.
- Expired or quarantined lots shown as available.
- Shrinkage hidden by unexplained adjustments.
- Inconsistent snapshots across locations leading to wrong replenishment.
Standards and interfaces required Filled
- GS1 GTIN, GLN and SSCC identifiers.
- GS1 EPCIS 2.0, ISO/IEC 19987, for visibility events.
- IEC 62264 (ISA-95) inventory information.
- UN/CEFACT Recommendation 20 unit codes.
- ISO 8601 date and time.
Context of use required Filled
- Owning Dimension supplies jurisdiction, warehouse, confidentiality and retention policies. No legal ownership or financial valuation determination is made.
Sources Filled
- Inventory on-hand list - Microsoft
- Reserve inventory quantities - Microsoft
- Stock report - Odoo
- Consignment - Odoo
- Inventory adjustments - Odoo
- EPCIS Standard - GS1
- Inventory Visibility public APIs - Microsoft
- Inventory Visibility reservations - Microsoft
- PROV-DM - W3C
- Date and Time on the Internet: Timestamps - IETF
Open questions
- Independent external review and exact source revision pins.
- Executable typed fields and negative fixtures for overlapping status and reservation hierarchies.
- Concurrent counting, uncertain-action receipts and complete snapshot tests against actual inventory masters.
- Loss-aware EPCIS and inventory API adapters with signed and unknown quantity fixtures.
- Claude and Grok each timed out once. No independent external review; Codex-only result must remain reviewable-draft.
- Mutable Microsoft page revision pins remain open; Odoo stock report inspected via indexed text only after direct fetch timeout.
- GS1 URL says 2.0.1 while retrieved PDF header says Release 2.0 June 2022; exact normative adapter pin and conformance remain unresolved.
- Nested field groups are proposed information contracts, not executable instance schemas; no inventory engine, reservation adapter or concurrency test delivered.
- Sector-specific unit conversion, negative-stock, quarantine, consignment and retention profiles need specialist review.
- Actual master authority, expected-version and idempotency capabilities must be verified by adopters; source API inspection did not establish these guarantees.
Machine files
Provenance
world-models research · reviewable-draft
Built from: models/wm-obj-020-inventory-stock-position/spec.yaml, ver-cy/world-models/card-supplements/wm-obj-020-inventory-stock-position.json