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Change destination of two step transfer

  • 28 March 2023
  • 6 replies
  • 65 views

Hi team,

 

Our logistics team has a use case to re-route/change the destination warehouse of our imported inventory. Is there a way to update the destination of a TR or let any location receive a TR?

 

Our current solution would be an additional 1 step transfer to adjust planned to final destination however this would cause issues with recording landed cost as well as being additional admin.

 

Appreciate the help!

6 replies

Kandy Beatty
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Hi @chrisgold 

Are the TR’s that you are doing, are they Inventory based? 

Inventory > Transfers

Or are they Sales Order based? 

Sales Order > Order Type > TR

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C
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Hi @kandybeatty49 our current process is to transfer through sales order

Kandy Beatty
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Hi @chrisgold 

What is the status of those orders? Also, can you explain in more detail the current steps and what you are trying to accomplish?

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
C
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Hi @kandybeatty49,

At the point of;

  • Transfer Order status ‘completed’
  • Shipment type ‘transfer’ status ‘completed’

An operational requirement arises to divert the goods from the SO TR defined destination (Warehouse B) to a different location (Warehouse C). These are typically international imports so attract landed cost.

For then our record keeping to reflect what happened - how can a Transfer Receipt at Warehouse C receive the transfer order which Acumatica has been told to expect to arrive at Warehouse B?

My team tells me that with FIFO costing in acumatica if the quantity has been moved before landed cost recorded then the cost layers don’t stay connected to that qty and are directly charged to P&L (which we understandably need to avoid), so doing the moves as A to B to C is unlikely to work. We would like to be able to do A to C.

Thanks

Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @kandybeatty49,

At the point of;

  • Transfer Order status ‘completed’
  • Shipment type ‘transfer’ status ‘completed’

An operational requirement arises to divert the goods from the SO TR defined destination (Warehouse B) to a different location (Warehouse C). These are typically international imports so attract landed cost.

For then our record keeping to reflect what happened - how can a Transfer Receipt at Warehouse C receive the transfer order which Acumatica has been told to expect to arrive at Warehouse B?

My team tells me that with FIFO costing in acumatica if the quantity has been moved before landed cost recorded then the cost layers don’t stay connected to that qty and are directly charged to P&L (which we understandably need to avoid), so doing the moves as A to B to C is unlikely to work. We would like to be able to do A to C.

Thanks

HI @chrisgold 

Once the Transfer Order is completed, you can not change anything on it though. 

The only suggestion I would have is to do an inventory transaction of a transfer. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
C
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The only suggestion I would have is to do an inventory transaction of a transfer. 

Thanks Kandy, to clarify, does this mean that if the transfer is initiated via ‘Transfer’ (in our deployment this is screen IN304000) instead of a ‘Sales order, type = Transfer’ then the destination point can be altered after the first stage of a 2-step transfer has been released?

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