Automatically Set the Correct Distribution Accounts when Creating Inventory Transfer

I got a good question from one of my friends, they have allot of daily transfers between their inventories and they used to set the line item distribution for the transfer transaction manually, which is not practical.

To automate this I used one of Frank tips and followed steps below:

First of all, you will need to validate your inventory setup, and check the Segment ID for sites, in this Example, the segment ID for sites is Segment 1:

Now I have the following accounts setup in my COA (Chart of Accounts):

1. Account 000-1300-00 is the main inventory account.

2. Account 001-1300-00 represents “Warehouse” site account.

3. Account 002-1300-00 represents “North Regional” site account.

In item card, I set the inventory account for “100XLG” Item to the main inventory account “000-1300-00”:

Now you need to adjust the Account for Segment in the Site Card to the corresponding account number as shown below, in our example, the corresponding GL account for Warehouse site is “001-1300-00”, so segment 1 of this account is “001”:

And the same for the other site:

Go ahead and proceed with Inventory Transfer Entry and enjoy having the distribution filled automatically:

Regards,
--
Mohammad R. Daoud
MVP, MCP, MCT, MCBMSP, MCTS, MCBMSS
CTO
+962 - 79 - 999 65 85
Dynamics Innovations
daoudm@dynamicsinnovations.com
http://www.dynamicsinnovations.com