We are using Inventory 8.1B, installed within the last couple of weeks.

In the previous version, when someone was entering an inventory adjustment, no one else could access this screen. Now it seems they can, which is something that is not desirable for us. We have four branches, and there are alot of intercompany transfer that take place. We take stock out of one location via an adjustment, and when the stock actually reaches the branch it is being sent to, we enter the adjustment there. This is a very good method of tracking shipments. I have no desire to use the "Stock Transfer" function instead of the adjustment function. However, it does not work well for our company to have more than one person accessing the inventory adjustments at a time. Batches will get all mixed up, making the intercompany balancing quite difficult. It works well to NOT mix batches for us.

Is there a way to make this happen with this version of Inventory? A toggle to switch or ??

Thanks very much.

Barb

This is a first - sonmeone asking us to restrict the multi-user access to a function!

Instead of using an adjustment for stock transfers, could you not transfer the item to an "In Transit" location?

How would that work exactly?

I appreciate that the existing stock transfer process is overly simple and does not (out of the box) include the ability to process transfers in transit.

With a little effort this could be changed. Contact me if you are interested.

Create a Location called "In transit". (If you want, you could have multiple locations for each possible "in transit" combination.) When you are moving items between locations, do a stock transfer to the "In transit" location. When it arrives, do a stock transfer from the "In transit" location to the arrival destination.

Your Adagio Consultant can help you set this up.

Hmmm, yes that would work. Sounds a bit more complex than before. Is it possible to request a toggle that would limit access for the next upgrade, so we can go back to doing it the old (comfortable) way?

Sorry, nope. In Adagio, multiple people should be able to enter batches at the same time. We consider the previous behaviour a failing. Perhaps you'll have to change some other internal process. What is the problem of having multiple people accessing the adjustment entry screen?

The stock transfer method has the advantage that you know how many items are in transit.

This could all be made far simpler by being able to create a batch of adjustments, in the same way that a batch of cheques are entered. Is that possible?

Barb

Hi Barb,

Well, you could create a "batch" of adjustments in an Excel spreadsheet and import them. Creating a whole batch subsystem (batch status file, posting journal, batch listings etc. for Shipments, Receipts, Adjustments and Transfers seems like more effort than it's worth). I think people would rather we do re-order quantity by location, lot tracking or a proper stock transfer tracking system based on feedback I've received recently.

How has the change to allow multiple people entering adjustments "broken" your current system?

Broken like this:

Previously if a branch (Ontario for instance) needed some of our BC stock, they would request a transfer. Shipper in BC would enter the inventory adjustment to take the stock out of our location. All adjustments would be coded to an intercompany account. Shipper in BC would then post and print the inventory adjustment, giving us a nice clean total of ONLY this transfer, with a dollar amount shown at the bottom. When Ontario receives this stock, they then do an adjustment to enter into their stock, using the same account code (just a different department). We balance our four intercompany accounts each month. If there is a problem with them balancing, we then pull up the reports that were generated each time a batch was created. Each batch previously would consist of ONLY the intercompany transfer. Now, with multiple users being allowed to enter adjustments into the same batch, the intercompany transfers will become all mixed in with the regular adjustments. When you have this many people being allowed to enter into the same batch, it will make it much harder to "see" what the intercompany differences might be.

I don't think entering them as batches into a spreadsheet is a viable alternative, because to type each item code into a spreadsheet would be fairly time consuming.