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transfer request ty...
 
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Questions transfer request type in PO Module

 
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Last Post by Tim Rodman 7 years ago
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Posts: 1
 Trisno Sumardi
Topic starter
January 17, 2019 12:54 am
(@trisno-sumardi)
Member
Joined: 7 years ago

Dear all,

I just upgrade my Acumatica from version 4 to version 2017R2. I just notice that type of transfer request in PO module in version 2017R2 is no longer exist. I used this to made inventory request from a branch to the main warehouse (transfer request --> create transfer order ---> Sales order --> shipment)

is there anyone can help me how am i supposed to do in version 2017R2

thx before...


Topic Tags
Tranfer request PO module
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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
January 31, 2019 9:48 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hmmm, I never noticed this feature before. Could the Transfer Order act as the Transfer Request? Maybe put an approval process on it before it becomes an official Transfer Order?


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Royce Lithgo
Posts: 557
 Royce Lithgo
January 31, 2019 10:23 pm
(@roycelithgo)
Honorable Member
Joined: 6 years ago

Isn't this what you need? Perhaps they moved it from Purchase Orders to Sales Orders.

https://help-2018r2.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=dd44e32e-d794-42a2-953d-46dd89f5ec85


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
February 9, 2019 12:01 am
(@timrodman)
Famed Member
Joined: 10 years ago

Perfect! That's the one I was thinking of too Royce.

To use it, the TR Order Type has to be active on the Order Types (SO201000) screen:

 

And you should be able to add an approval process to it by adding the TR Order Type to the APPROVAL tab on the Sales Orders Preferences (SO101000) screen like this (just make sure to check the Require Approval box):


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