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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Inventory Transfer
Service | Customer Service, Contact Center, Fie...
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Inventory Transfer

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Posted on by Jacky Busha 95

Hi all,

I want to inventory transfer one warehouse to destination warehouse with approval.

I have create one business process.

1) create new Inventory transfer 

2) Add source warehouse to destination warehouse

3) save

4) click on " Add New Inventory adjustment product" and add product and Qty 

5) then save and close. without approval stock transfer.

Can you suggest me what can I do ? 

I have the same question (0)
  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    We have done this before.

    What we did was create a new entity called 'Inventory Adjustments/Transfers' which will essentially replace Inventory adjustment products entity on the Inventory Transfer.

    Inventory Adjustments/Transfers

    - Inventory Adjustment (Lookup)

    - Inventory Transfer (Lookup)

    - Product (Lookup)

    - Quantity (Number)

    - Unit (Lookup)

    On the Inventory Transfer form, you will need to hide the 'Inventory adjustment products' subgrid and show the custom entity you created 'Inventory Adjustments/Transfers'

    You will need to have a new field called 'Approval' as an option set on the Inventory Transfer form.

    - Draft

    - Submitted

    - Approved

    - Declined

    Then when you set the Inventory Transfer to 'Submitted', you will need to create a workflow or Flow to copy the related 'Inventory Adjustments/Transfers' records related to the Inventory Transfers and create the Inventory adjustment products in the background to trigger the Inventory Transfer to move the stock.

    I wouldent recommend doing something like this as its kind of messy but it is doable

  • Jacky Busha Profile Picture
    Jacky Busha 95 on at

    Thanks, Thomas

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