Ideas for Acumatica

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Inter-branch transfers with branch access

Currently if the users are restricted access to specific branches, they are not able to request for assistance from other branches in terms of creating a transfer request document that can be approved or created by the originating branch.


For example, Branch access is given specifically to the users who are in the respective branches. 

Branch A knows that a festival in Malaysia will require them to have a greater stock level. Firstly they would need to know if any of the other branches have existing stock before they can call them up to inquire on whether they can transfer some of the stock over into branch A. Currently they have no way of knowing because the inventory reports would be restricted to only that branch of access. 

Now just say the users called up the other branches (although running on the same Acumatica company) to request for the stock and Branch B from Thailand is agreeable. Branch A has no way to request Branch B to send the stock because Branch B's users only have access to Branch B, not A and B. 


As such, left alone between branch A and branch B, no such synergy could occur. 

Any resolution?


  • Guest
  • Nov 21 2014
  • Future consideration
  • Attach files
  • Gabriel Michaud commented
    November 21, 2014 19:08

    Would you consider granting access to all the branches to managers so that they can verify levels and initiate the transfers themselves? If not, why?

  • Guest commented
    November 24, 2014 05:53

    Hi Gabriel,

     

    This is because the managers are also limited by their access to the branch.

     

    For example, a logistics manager of Branch A in Malaysia should not be able to make amendments to inventory movements in Branch B in Singapore.

     

    However if the logistics manager of branch A is given access to Receipt, Stock Transfer and Issue screen in the Inventory Module and then granted access to both warehouse in branch A and branch B, potentially the logistics manager could manipulate the stock in warehouse of  branch B either erroneously or maliciously.

     

    Please feel free to contact me if you have any queries.

     

    Regards,

     

    Ng Wee Jin

    Sabre Information Services Pte Ltd
  • Guest commented
    November 24, 2014 05:53

    Hi Gabriel,

    This is because the managers are also limited by their access to the branch.

    For example, a logistics manager of Branch A in Malaysia should not be able to make amendments to inventory movements in Branch B in Singapore.

    However if the logistics manager of branch A is given access to Receipt, Stock Transfer and Issue screen in the Inventory Module and then granted access to both warehouse in branch A and branch B, potentially the logistics manager could manipulate the stock in warehouse of branch B either erroneously or maliciously.

    Please feel free to contact me if you have any queries.

    Regards,

    Ng Wee Jin

    Sabre Information Services Pte Ltd
    51 Cuppage Road

    #07-23

    Singapore 229469
    Tel : +65 6398 0118
    Fax : +65 6398 0648
    www.sabreinfo.com.sg

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  • Mike Lupro commented
    March 27, 2015 05:04

    This seems like a reasonable item when considering automated I/C transactions between branches.  If a clerk in Company A enters a split-transaction to an expense in Company B is that allowed?  And, if so, then the auto-generated I/C transactions should also post across companies even though the clerk does not have log-in access to Company B.  Maybe a security setting that says A/P Clerk in Company A has authority to post expense transactions to Accounts in Company B, C, D etc.