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Inventory Adjustment Approval Workflow?

  • 19 July 2022
  • 6 replies
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Userlevel 6
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Has anyone created an approval workflow for issuing inventory adjustments? Our controller was wondering if this was a possibility.

 

Thanks,

 

Jonathan

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Best answer by laura01 19 July 2022, 15:04

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6 replies

Userlevel 2
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Hi @rosenjon 

Which version do you referring to? I think it’s possible using 22 R1 with new workflow engine.

I want to try that also.

Thanks

Daru

Userlevel 7
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Hello @rosenjon ,

I see that Approvals screen in 2022 R1 doesn’t support approval of Inventory transactions, and Inventory Preferences screen has no Approvals tab where we can connect/activate approvals.

Therefore we can’t use Approvals screen to meet your requirements. Maybe with business events?  Although a business event will only trigger a notification, it will not require an approval. 

Maybe consider allowing the user to save the entry but not release it, then having managers check and release adjustments instead of the entry person.  However, removing rights to release inventory transactions will affect the first user’s ability to release other inventory transactions like receipts and issues.

Here is a recent, related post for more details.  Good luck!

 

Userlevel 7
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Hi @rosenjon - were you able to find a solution for your issue? Thank you!

Userlevel 7
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Hi @rosenjon 

There is not currently that functionality in the system. Inventory is not approval based. Someone above mentioned the workflow editor, and this may work if you understand customizations. 

Here is the help documentation:

https://help-2022r1.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=7666373a-3ac9-4a1c-ab1c-b9f0ddf81c6c

Userlevel 5
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For a “duct tape” version of this, you could use field-level security to only allow the approver to click the RELEASE button on the Adjustment.

Userlevel 6
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I can write a customization for this if we really need it. I was just wondering if it might be out of the box functionality with the right configuration.

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