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Inventory Adjustment Approval Workflow?


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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

Best answer by Laura02

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!

 

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7 replies

purwandaruw
Freshman II
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  • Freshman II
  • 29 replies
  • July 19, 2022

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


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • July 19, 2022

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!

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2621 replies
  • July 28, 2022

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


Kandy Beatty
Captain II
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  • Captain II
  • 2158 replies
  • July 29, 2022

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


TimRodman
Pro I
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  • Pro I
  • 144 replies
  • August 1, 2022

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.


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  • Author
  • Semi-Pro III
  • 293 replies
  • August 2, 2022

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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  • Jr Varsity II
  • 27 replies
  • July 2, 2024

I would also appreciate the ability to do this. Scenarios would be making inventory adjustments for spoiled product with a reason code.

Currently doing this directly through inventory issue screen. Is there maybe a way to complete this with an Order?


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