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Automating Inventory Transfers in Acumatica: Ensuring Accurate Stock Levels

This page explains how to automate inventory transfers in Acumatica to maintain accurate stock levels across multiple locations when inventory adjustments are made.

(a) Challenges

  • In Acumatica, inventory adjustments do not automatically create corresponding inventory transfer transactions.
  • This is problematic in multilocation setups, where inventory is tracked separately at each location.
  • When an inventory adjustment is made at one location, the inventory levels at other warehouses become inaccurate without a corresponding transfer.
  • For example, if two units are added to the inventory in warehouse A via an inventory adjustment, and these two units also need to be moved to warehouse B, a separate transfer transaction needs to be manually created.
  • Without this corresponding transfer, the system does not accurately reflect the movement of goods, which creates inaccurate inventory counts across different warehouses.

(b) Solution and Benefits

  • The solution involves automating the creation of an inventory transfer transaction whenever an inventory adjustment is performed using Acumaticas built-in tools.
  • The automated process uses the following: 
    • Generic Inquiry (GI): A GI is created to fetch all released inventory adjustment transactions, extracting key data such as reference number, status, date, inventory ID, warehouse location, project task, cost, and quantity.
    • Business Event: A business event is set up to monitor and trigger actions based on the data from the GI.
    • Import Scenario: The business event is mapped to an import scenario, which uses data from the GI to automatically create a corresponding inventory transfer transaction.
  • This entire process happens in fractions of a second, ensuring that every time an inventory adjustment is made, a corresponding transfer transaction is automatically created with the same data in the system.
  • This ensures that inventory levels are accurate in both locations involved.

Benefits of this solution:

  • Ensures Accurate Inventory Levels: Automating the transfer process ensures that inventory is accurately tracked across multiple locations.
  • Saves Time and Reduces Errors: Automatic transfer transaction reduces the need for manual transfer, thus saving time and preventing errors.
  • Streamlines Operations: Automation streamlines inventory management, making it easier to reconcile inventory across different locations.

Tools and Modules Impacted

  • Inventory Module: This is where the initial adjustment is made, and the transfer transaction is also created.
  • Project Module: The project module is also impacted since the project task is also captured.
  • Generic Inquiry (GI): Used to fetch data related to inventory adjustment.
  • Business Events: Used to trigger the automated transfer process.
  • Import Scenarios: Used to create the transfer transaction with the data collected by the GI.

About Tayana Solutions

Tayana Solutions is a large service partner with Acumatica Cloud ERP, assisting Acumatica partners and customers with implementation, customization, and support. They have a team of consultants to help Acumatica partners and customers in implementation, customization, and support. For a consultation, they can be contacted at 678-910-2774. Maria is a functional consultant at Tayana solutions with over 13 years of experience in the ERP space. She has worked on over 150 scenarios in reports, 50 generic inquiries, and 20 business events.