← Back to catalogue
Published

Inventory Stock Position

vr.wm-obj-020 · wm-obj-020-inventory-stock-position

Describe a source-qualified inventory quantity position by product, ownership, location, status and time.

World Models Physical world and living systems PHY.OBJ.INV

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.

  1. Which issuer, product reference and complete dimension tuple identify this position without merging distinct lots or owners? identity
  2. Which dimensions were filtered before aggregation, which were grouped, and which were suppressed from this view? composition
  3. 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.

  1. Who owns the stock and who holds custody, under which organization and consignment references? ownership
  2. Which warehouse, bin, transit or external location is represented and which parent totals already include it? spatial
  3. 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.

  1. What quantity, unit, precision and product-specific conversion basis does each measure carry? measurement
  2. Is the value counted, measured, estimated or system-derived, and what uncertainty or rounding accompanies it? evidence
  3. 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.

  1. Which source-defined status and lot or serial constraints qualify the reported quantity? classification
  2. Which quarantines, damage, expiry or other restrictions affect usability, and where is the authoritative evidence? constraint
  3. 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.

  1. What physical and expected-receipt reservations apply, at which dimension hierarchy and for which demand references? relationship
  2. Which versioned formula and inputs produce availability, including soft reservation offsets without duplicate subtraction? measurement
  3. 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.

  1. Which confirmed or tentative receipts and issues contribute to the selected planning horizon? event
  2. Which forecast assumptions distinguish projected stock from current physical on-hand and available-to-promise? measurement
  3. 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.

  1. At what effective instant and recording instant was the position observed, with which explicit timezone and source watermark? temporal
  2. Are all pages and dimensions from one consistent snapshot, or is consistency unknown or explicitly eventual? quality
  3. 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.

  1. What was independently counted, when and by whom, against which expected position and method? evidence
  2. Which movements occurred between count and application, and how was the difference reconciled before approval? validation
  3. 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.

  1. Which opening position and authoritative movement records explain the closing position for the chosen dimension grain? provenance
  2. Which unexplained differences, omitted events or unit conversions prevent a valid reconciliation? exception
  3. 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.

  1. Which authorized master endpoint accepts a reservation, transfer or adjustment instead of treating a local property edit as execution? authority
  2. Which expected version, action identifier and receipt distinguish a safely confirmed action from an uncertain or duplicated request? requirement
  3. 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.

  1. Which source owns each measure, and which cached or federated copies are subordinate to that authority? ownership
  2. Which owner, counterparty or location details may each role read, aggregate or export? access
  3. 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.

  1. Which source bucket, dimension, unit and timestamp mappings are preserved, transformed or lost in this projection? interoperability
  2. Can the target represent unknown or signed balances when an EPCIS quantity has different constraints, or must export be rejected or explicitly extended? constraint
  3. 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

  1. Inventory on-hand list - Microsoft
  2. Reserve inventory quantities - Microsoft
  3. Stock report - Odoo
  4. Consignment - Odoo
  5. Inventory adjustments - Odoo
  6. EPCIS Standard - GS1
  7. Inventory Visibility public APIs - Microsoft
  8. Inventory Visibility reservations - Microsoft
  9. PROV-DM - W3C
  10. 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