Limiting Inventory Transfers from and to a particular Location.

  • Navigate to Customization > Workflow > Workflows > New.
  • Select the record type as transaction
  • Select Inventory Transfer from the subtype
  • Set the workflow to trigger on Create and Edit events.
  • Add a State and set the action as ‘Return User Error’
  • Then add condition to the state
  • In the workflow condition, select the fields as ‘Destination Location’ and ‘Location(main)’ and select the desired location. Use ‘OR’ to separate the two conditions.
  • Example: (Destination Location = Wholesale Or Location (Main) = Wholesale)
  • Then save the workflow

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