Inventory Transactions



  • Virna Putri

    Hi all

    Want to ask, if there is a way to limit only certain roles / users able to post in inventory transaction batches? As we plan to have only our storekeeper able to do so and the rest of users only request an issue transaction.

    Kindly assist.

    Thank you.

  • Irene Tjandrasa

    Hi Virna,

    You can limit this action on the role. Go to roles window , go to access exceptions and deny action ( in this case post inventory transaction batches).



  • Simon Dargaville


    I'm having an issue adding inventory items. Used to be ok in previous versions (v19).

    In 20.96 I get this error in the Add issue inventory Transaction detail screen:

    "The space you have selected is not setup as an item location. Please set up the space on the locations tab of the edit item window in order to issue inventory from this space."

    In the past we haven't assigned inventory/resources to spaces.

    Where is this locations tab it's referring to? And is it still possible add items without assigning them to a space? 



  • Virna Putri

    Hi Simon

    I think the location tab is located inside the inventory item settings. Here you can decide the default location of your item when its received by Receiving Officer. If you do not setup any location, then it will go to 'virtual space'.

    But in order to use the feature add issue inventory I think you need to setup the default location in the first place.

    Hope it helps.

    Thank you


  • Simon Dargaville

    H Virna, Thanks for the quick reply! 

    Here's a screenshot of my Edit Inventory Item screen. I've tried putting in a default Space, but still got same error. I also see Location and SubLocation fields, but not sure if they're relevant.

    Do you think I might be missing some options? 

    Or perhaps I should investigate the "Allow Manual Inventory Balance Modifications" option.


  • Maggie U.

    Hi Simon,

    You'll want to add some fields to your screen layout. The Location and Sublocation fields you are looking at are just manual entry fields for those not using item locations. You'll want to add the Locations tab to your screen layout and add the Default Space drop-down to your Edit Inventory Item screen. This will then give you the fields you need for the item locations. This thread may be helpful as well: https://supportcenter.ungerboeck.com/hc/en-us/community/posts/1500000903762-Inventory-item-setup



Please sign in to leave a comment.