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Question

Is it Possible to create a approval process for inventory transfers?

  • December 8, 2025
  • 2 replies
  • 36 views

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We want Inventory Transfers of a large quantity, say 30+ items, to go through a approval process. Is this possible to do, and if so, how? I don’t see Transfers in the list of approval mappping.

2 replies

mohammadnawaz51
Jr Varsity I
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@kkraus You can use the Approval process for customer screens.Acumatica - Implementing Approval Process on Custom Screens


PaulMainard55
Captain II
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We want Inventory Transfers of a large quantity, say 30+ items, to go through a approval process. Is this possible to do, and if so, how? I don’t see Transfers in the list of approval mappping.

@kkraus - The Inventory module is is not, by default, enabled to support approval workflows.  As ​@mohammadnawaz51 points out, it’s possible through a customization.

With that said, I’d be curious about your transfers.  Does your business/client have multiple warehouses and are these transfers being made between warehouses?  If so, then you should consider using “Transfer Orders” from the Sales Order Module, which does support the approval of transfers prior to being released to shipping.    

If you’re in a multi-warehouse environment and the transfer of materials is a thing for, I would strongly recommend not only enabling this feature, but also to include transfer replenishment as part of your replenishment planning configuration.