We have recipe movement on our Transfers Report that are created by "System"; where can we view these transfers?

Good afternoon @Halima Duncan​,

Thank you for your query.

The 'System' generates Transfers based on utilization of Preparing Outlet functionality as outlined here:

https://fc.force.com/customer/s/article/Adaco-Recipe-Preparing-Outlets-and-Prepared-Quantities

This post has highlighted a need to mention this in our Transfer Report & Transfer Receipt Report (as they are not shown separately, like a user-generated Transfer, here) Articles:

https://fc.force.com/customer/s/article/Adaco-Transfer-Report

https://fc.force.com/customer/s/article/Adaco-Transfer-Receipt-Report

I've raised those requests with our Learning Design & Delivery Team so keep an eye out for updated versions of those Articles soon!

Please let us know if you need further information.

Best

David

Fourth

Good afternoon @Halima Duncan​,

Thank you for your query.

The 'System' generates Transfers based on utilization of Preparing Outlet functionality as outlined here:

https://fc.force.com/customer/s/article/Adaco-Recipe-Preparing-Outlets-and-Prepared-Quantities

This post has highlighted a need to mention this in our Transfer Report & Transfer Receipt Report (as they are not shown separately, like a user-generated Transfer, here) Articles:

https://fc.force.com/customer/s/article/Adaco-Transfer-Report

https://fc.force.com/customer/s/article/Adaco-Transfer-Receipt-Report

I've raised those requests with our Learning Design & Delivery Team so keep an eye out for updated versions of those Articles soon!

Please let us know if you need further information.

Best

David

Fourth

Follow up question. Is there any report that shows which recipes are depleting inventory from a preparing outlet?

Thank you!

Follow up question. Is there any report that shows which recipes are depleting inventory from a preparing outlet?

Thank you!

Good morning @Halima Duncan​,

Only the previously mentioned Transfer Reports show the transactions as System-generated so there are not any specific 'Preparing Outlet' Reports.

If there is a business requirement to see specific information around these, please do raise the request with your Customer Success Manager for scoping a Custom Report or potential enhancement to an existing built-in Report.

Best

David

Fourth

Good morning @Halima Duncan​,

Only the previously mentioned Transfer Reports show the transactions as System-generated so there are not any specific 'Preparing Outlet' Reports.

If there is a business requirement to see specific information around these, please do raise the request with your Customer Success Manager for scoping a Custom Report or potential enhancement to an existing built-in Report.

Best

David

Fourth

The article links in the original answer in this discussion have been updated.

They are now:

https://fc.force.com/customer/s/article/Purchasing-Inventory-Recipe-Preparing-Outlets-and-Prepared-Quantities

https://fc.force.com/customer/s/article/Purchasing-Inventory-Transfers-Report

https://fc.force.com/customer/s/article/Purchasing-Inventory-Transfer-Receipt-Report

Best,

Paul

Fourth

The article links in the original answer in this discussion have been updated.

They are now:

https://fc.force.com/customer/s/article/Purchasing-Inventory-Recipe-Preparing-Outlets-and-Prepared-Quantities

https://fc.force.com/customer/s/article/Purchasing-Inventory-Transfers-Report

https://fc.force.com/customer/s/article/Purchasing-Inventory-Transfer-Receipt-Report

Best,

Paul

Fourth