We’re trying to find a solution to alert users, especially our Purchasing Department, that a dead inventory item in another warehouse is being ordered via mark-for-po on the sales order. We have (5) warehouse locations spread-out across our geographic that all carry lots of inventory. What we’ve noticed is that our purchasing department has occasionally been processing PO’s in the Create Purchase Order screen for items that are considered dead inventory in another warehouse. Ideally, we’d prefer to transfer that stock to fulfill any orders in other warehouses instead of ordering more from the vendor. We manage our dead inventory list in an excel file (exported out of Acumatica).
We tried to use the “Pop-Up” not on the stock item that essentially said “THIS IS A DEAD INVENTORY ITEM IN ANOTHER WAREHOUSE - PLEASE CHECK OTHER WAREHOUSES”. However, we learned that this note does not pop-up to the user when processing the line in the Create Purchase Order Screen. The pop-up note only shows up when it’s manually added to the PO.
I’d appreciate any feedback anyone has to offer.
Thanks!