Is there a way that users transfer to any outlet, but not from any outlet except their own?

Jorge Trujillo

• May 01, 2019 00:00

Certain users have access to certain areas, this help to avoid any confusion from placing an order as only their area is visible to them.   When it comes to creating a tranfer in between areas I would like them to have access to every area in the transfer center, but not when placing a requisition.   Is there any way of doing that?   Thank you all.

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  Rene Yard

  • May 01, 2019 00:00

  Hi Jorge, Thank you for your query.  

   

  If I understand the question: Your current practice is to allow users to transfer costs/ products to all outlets, but only requisition costs/product to their home outlet from authorized locations.  And you would like to further restrict users by limiting what products they can requisition to their home outlet.  If I understand the question; 1) Access to the Transfer Functionality will give your users the ability to transfer either way between any outlet they have access to. 2) We can limit the items brought into an outlet through the Maintain Guides Functionality.  The attached article will explain how to limit the items in an outlet.  https://fc.force.com/customer/s/article/Purchasing-Inventory-Outlet-Guides. 

   

  Best,

  Rene'

  Fourth

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• 

  Rene Yard

  • May 01, 2019 00:00

  Hi Jorge, Thank you for your query.  

   

  If I understand the question: Your current practice is to allow users to transfer costs/ products to all outlets, but only requisition costs/product to their home outlet from authorized locations.  And you would like to further restrict users by limiting what products they can requisition to their home outlet.  If I understand the question; 1) Access to the Transfer Functionality will give your users the ability to transfer either way between any outlet they have access to. 2) We can limit the items brought into an outlet through the Maintain Guides Functionality.  The attached article will explain how to limit the items in an outlet.  https://fc.force.com/customer/s/article/Purchasing-Inventory-Outlet-Guides. 

   

  Best,

  Rene'

  Fourth

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