web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Answered

Inventory Transfer

(0) ShareShare
ReportReport
Posted on by 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)
  • Jacky Busha Profile Picture
    95 on at
    RE: Inventory Transfer

    Thanks, Thomas

  • Verified answer
    Thomas David Dayman Profile Picture
    11,323 on at
    RE: Inventory Transfer

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 101 Super User 2025 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 57

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 20 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans