Stock Moving

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3 comments

  • Rebecca Ralls

    Hi Jen,

    What if, when you allocate the item, you just allocate it from the deposit location instead of having to move it back to the sale location?

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  • Jenny Rainbow

    Hi

    The users dont want to do either movement, as they migrated from a system that actually handled this with out human intervention. 

    Plus the EPOS solution only 'sees' one location so it would be a change of functionality. 

    I was hoping for a soultion I could develop through SF/AS

    Thanks

    Jen

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  • Rebecca Ralls

    Something I have done for other customers is to add a lookup to the Inventory Balance (IQA) record to the Sales Order Lines, and then, using rollups - like DLRS, on the IQA, you can show how many unallocated sales orders are related to that IQA effectively giving you an "on hold" quantity for items that have been ordered but not fulfilled.  

    You could add in validation rules to prevent your on hold qty from exceeding your on hand qty.  

    You could even set up a process where only include the line in the "on hold" qty if a deposit is received.

    Feel free to reach out to me if you want some help setting it up. :)

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