OTO Inventory Participant Workbook¶
Use fictional data in the training environment. Record each document number and the movement that proves the result.
Scenario A — Stock request¶
Request one stocked item from an existing warehouse. Explain why approval alone does not change stock.
Document: _ Status: _
Scenario B — Purchase and receive¶
Create a purchase request, Purchase Order, and GRN. Post the GRN to the correct warehouse.
Requisition: _ PO: _ GRN: _ Purchase: _
Scenario C — Partial delivery¶
A PO orders 10 units. Four arrive first and six later. State what you check before creating each GRN and how you prove the total received.
Answer: ___________
Scenario D — Direct purchase¶
Record an approved direct purchase and identify the resulting positive movement.
Purchase: _ Movement quantity: _
Scenario E — Reduce stock¶
Choose the correct workflow for one damaged item and two expired items. Explain why the workflows differ.
Answer: ___________
Scenario F — Physical count¶
The system shows 12 units; the physical count is 10. What quantity do you enter in Adjustment, and what movement do you expect?
Answer: ___________
Scenario G — Transfer¶
Move stock between two warehouses and record the two movement rows.
Transfer: _ Source movement: Destination movement: ___
Scenario H — Reconcile and close¶
Use Movements and Stock Valuation to explain a closing quantity, then list the checks required before New Day.
Answer: ___________
Pending bills or orders are found during the final check. What must happen before New Day?
Answer: ___________
Scenario I — Product units¶
A bottled drink uses Piece as its base unit and is purchased in cases of 24. State the mapping you would add, the Size/Quantity value, and the meaning of Purchasable, Sellable, Active, and Primary.
Mapping: ___ Size/Quantity: _________
Explanation: _____________
Scenario J — Follow a conversion¶
Water uses Bottle as its base unit; one Crate contains 12 bottles. A PO orders 5 crates, the first GRN receives 4 crates, and POS later sells 1 crate plus 3 bottles. State the base-unit quantity ordered, received, outstanding, sold, and remaining after the sale.
Ordered: __ Received: _ Outstanding: Sold: ___
Remaining: __ Checks before posting: ______