Query for automatic inventory transfer from a quote?

[Former Member]

Hello

SAP B1 9.0. 

Our items are batch controlled.  We have customers who  test/evaluate Items prior to purchasing them.  We generally like to reserve/book the items for that customer so when they are done evaluating the item they can purchase the item that they evaluated.  We want to prevent selling the items that are reserved/booked.  Is there a way that when a quote is generated a transfer request can automatically be generated so that we can transfer inventory from one warehouse to a items on reserve warehouse?

Thank you in advance for any advice?

[Former Member · Accepted solution]

Hi,

There is no way to achieve an automatic creation of inventory transfer request unless you go for development. However, if you want to create an inventory transfer based on SQ, you can do the following:

• Create UDF at header level to capture SQ number
• Create UDF to capture Customer Number
• Create FMS to capture unique SQ number in the udf
• create FMS to capture card Name based on SQ in UDF
• create FMS at row level to capture Item
• create fms to row level to capture SQ quantity

this would allow you to auto populate items on inventory transfer request based on Sales quotation.

Thanks,

Joseph

[Former Member · Accepted solution]

Hello Joseph,

Thank you for the advice.  I am new to SAP B1 and cannot determine how to add a UDF at the header level for a SQ.  Please provide a reference so that I may work on the solution.  Thank you.

Michelle

[Former Member · Accepted solution]

Hi Michelle,

You can refer these links

you may close the thread by selecting the correct or helpful answers.

Thanks,

Joseph

[Former Member · Accepted solution]

Hello Joseph,

It does not appear that there is a category in the customization tool for Sales Quote?

Michelle 

[Former Member · Accepted solution]

Hi Michelle,

Any udf that you create for marketing documents at header or row level, would appear on all marketing documents. Add a few to test and see.

Make sure you are making these changes in a test db first.

Thanks,

Joseph

[Former Member · Accepted solution]

Hello Joseph,

Thanks for the quick responses.  I will give it a try.  Do you know if inventory transfer request can be performed for Leads?

Michelle

[Former Member · Accepted solution]

Hello Michelle,

The answer is no you cannot use leads on IT Request!

Its good to know that you have questions but its forum rule that you post 1 question per thread.

This allows others to search and get relevant information.

Please close this thread by marking correct or helpful answers and post a new thread with more questions if any

Thanks,

Joseph

[kothandaraman_nagarajan]

Hi,

Welcome to SAP Business one forum. There is no option in standard B1 for auto inventory transfer.

Try this:

1. Create row level UDF at SQ with three values like reserved, booked and testing

2.  User need to update the above UDF status.

3. Using transaction notification, based on status, you can block SQ to SO.

Let me know your comments.

Thanks & Regards,

Nagarajan

[Former Member]

Hi,

You can allocate the quantity (Batch) to the customer. YOu can CTRL+TAB on the quantity field ad allocate the item to the particular sales order.

Thanks,

Joseph