How would I limit Inventory ajustments by person, then dollar amount?

Hello,

I was asked about limiting inventory quantity adjustments to certain people.

I think I can do that with groups.

My problem is that they also would like to limit it by a certain dollar amount.

If exceeded, throw an error that manager will have to do adjustment.

Is there a way to do that?

Any help is appreciated!

Yes, you can easily use the security to restrict the quantity adjustment screen to certain users. For the dollar amount, you will need to trace the calls and create a BPM/Function to intercept the call and either allow it to go forward or cancel it.

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BPM Part →

Erp.BO.InventoryQtyAdj.SetInventoryQtyAdj → PreProcessing


decimal someLimit = 100;

var qtyAdjustment = ds.InventoryQtyAdj.FirstOrDefault(x => x.RowMod == "A" || x.RowMod == "U");
  
if(qtyAdjustment != null &&  qtyAdjustment.AdjustQuantity > someLimit)
{
    throw new BLException("I'm sorry Dave, I'm afraid I can't do that.");
}

image

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Just replying to say I too use this error message, though i am saddened when people do not understand and complain that they are not Dave. I have also been known to throw warnings to Will Robinson.

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Im Out See Ya GIF by ADWEEK

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Dave…Will Robinson…yep, I’m guilty of making both references…and most of the time I get looks back like…
Dog Turning Head GIFs | Tenor

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Youth is wasted on the young.

image

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I’d be extending that and using use codes to create a list of security groups and qty limits,. Modify the message to indicate such. To remind people what needs to change to get past the error. Clearly access to Uercodes needs to be restricted.

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We need a robot or HAL emoji lol

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Hello,

What you did was great but it wasn’t quite what I needed.

They wanted to to be restricted by a dollar amount instead of the qty amount.

I am unsure on how to do that.

Any help is truly appreciated.

1 Like

Any ideas anyone???

Getting the dollar value of the transaction is going to be somewhat more complicated… you’ll need to get the PartPlant.CostMethod value, use that to look up the 5 cost buckets for that method in the PartCost table, sum those, and THEN proceed with your approval sequence.

If you are using multiple Sites with different Cost IDs, that’s a whole 'nother ballgame yet.

3 Likes

It would be after the fact, but I’ve seen where the Inventory / WIP report for unposted ADJ-QTY transactions would go out weekly to a supervisor group. The dollar amounts are already on the report.
Not a hard stop, but a quick band aid to monitor.

3 Likes

Could be worse. So many occupational opportunities for this one, so many unenlightened coworkers who look at me funny now.

the movie drinking GIF

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@discobot tell a joke

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Hi! To find out what I can do, say @discobot display help.

I just realized, disco = Discourse, not
:mirror_ball:

@discobot quote

:left_speech_bubble: What you see depends on what you’re looking for. —

I forgot about discobot!

1 Like

But what if I still haven’t found what I’m looking for?