Request for quantity from Main warehouse.

Finance and Operations/AX User Forum
1

I have one doubt regarding Request for quantity from Main warehouse.

Example: we have 4 branches like

Branch A
Branch B
Branch C
Branch D

And one Main Warehouse.

If Branch B request for some quantity from Main Warehouse what’s the procedure for this and how Main warehouse come to know that Branch B Requested for quantity…I think u got my point…

Thanks

2

You can configure Alerts for this purpose. Your alert configuration should be as below.

  • Alert the user X(who works at main warehouse) when a new record is created in the form “Transfer order”.

  • Use the select query and specify the condition: From warehouse = Main warehouse.

with this configuration, user X gets an alert whenever someone requests some quantity from main warehouse.

Let me know if you face any challenges.

3

Hi santosh,

can we have any other method for request…

before creating a transfer order I have to receive request from branch to main warehouse

4

Not very sure on why you want to alert the warehouse users before they request items.

But, I suggest you to implement the workflow for transfer orders. So that, requester can use it as a transfer request and then you can alert the main warehouse user.

If it is possible to transfer the goods then you can get the transfer request approved, which can then be treated as a transfer order.

5

For notifying users for any business operation ,Alerts and emails can be used in Dynamics AX .

Workflows are mainly used for single/multi level approvals for a business operation to complete. I think alert or emails are best options to keep system simple. You need to tell more so as why you cannot use them

6

How would you track the request without entering into the system? I mean somewhere the request needs to be entered without which you can’t configure the system to alert you. Give us more clarity on your exact scenario.

Suppose you have sales order at Branch B and all items come from Main warehouse. Configure the alert/e-mail notification based on this sales delivery date and send it to main warehouse personnel.

7

From where I have to select query to specify the condition

8

It should be the place where the request is made. Like in my example take sales order. Specify the criteria as Delivery date.