Solutions for making mass inventory transfers?

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Chris Del Rae

• April 05, 2021 18:23

Hello,

I'm a Salesforce Administrator, new to the Accounting Seed environment and started working at a company who wants to find a way to make mass inventory transfers differently than they are doing it now (They're using spreadsheets to make calls in and out of Salesforce).

According to Accounting Seed support, the only two options are to use a spreadsheet tool (we're using XL-Connector) or to write custom code with VisualForce.

I'm wondering if any other companies have been faced with this challenge and what was selected as the best option, spreadsheet tools or custom code.  In a perfect world, it would be great if there were a lightning web component available that I could configure, but looks like it may be wishful thinking at this point.

Also, if custom code was used to solve this challenge, can anyone provide a recommendation on a company to create this code.

Thanks

Chris

 

 

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  Charles Spring

  • August 17, 2022 15:24

  We also want to do inventory transfers in bulk. I was thinking about using XL-Connector to create the IIM and OIM as part of same XL-C flow, each movement to its appropriate IQA.

  Ideally they would be of movements of Type "Non-Accounting". But I don't see a way to make non-accounting inventory movements any way other than single records using the Transfer button. Is there any other way to create non-accounting inventory movements?

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  Rebecca Ralls

  • September 11, 2022 17:41

  Chris, I 100% agree that it would be wonderful if accounting seed would offer the ability to transfer inventory in bulk.  

  We (Coastal Cloud) have developed a solution for this for another client using the Sales Order allocation interface as a template for a custom Visualforce page.  To create a transfer, the client creates an "internal" sales order, and then in the allocation screen, they have the option to select the warehouse and location to transfer the items to, and in the background it creates inbound and outbound movements instead of SO Inventory movements when the form is confirmed. 

  For Charles: If you do go with the XL-Connector route, there are no options to create non-accounting movements manually. There used to be, but it made it too easy to break the system and end up with incorrectly uncosted movements.  If you use the same pair of GL Accounts for the inbound/outbound movement and flip the debits and credits it will net to zero. 

  If you're concerned about the "mess" of unnecessary transactions in your other reporting, you could create a flag on the inbound and outbound movements called something like "internal transfer" that could only be flagged in the XL-Connector template and add that value to the transactions via formula field so that you could filter out the transactions that are related to internal transfers in any reports.

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  Charles

  • February 07, 2023 05:05

  One of my clients had the same requirement, and we ended up building a Transfer Orders tab/object, and added functionality similar to sales orders for allocating the transfer order, and then receiving the transfer order. This client has multiple locations, and so they needed the main warehouse to pack transfer orders, and then each destination location would receive the order into their warehouse once the delivery arrived. Happy to share the metadata/code; ping me (charles@cloudmastery.com) if you're interested.

  Here's some screenshots

  

  

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