Transfer approval by manager

[Amit_H]

Hi community,

I have a requirement that all transfer request should got to from location manager and post approval it should to To location's manager approval and the start the shipment process.

How to achieve this?

[Runjay Patel]

Hi @Amit_H ,

Flow or workflow wont work here as transfer tables, now only option you have to manage it through task.

You can do below.

1. Create one Async business rule on alm_transfer_order_line table and create first task on alm_transfer_order_line_task table for manager approval.
2. Create 2nd Business rule on alm_transfer_order_line_task table and check if 1st task got closed open 2nd task for To location's manager approval.
3. Once this task will get close let the work the way it is defined, like it will create fulfilment task and shipment task and so on.

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Runjay Patel - ServiceNow Solution Architect
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[Amit_H]

Hi @Runjay Patel ,

Thanks will try that.

Also i have to create gate pass for list of asset which are being transferred. Also gate pass should initiate post approval from both store manager.  

[Runjay Patel]

Hi @Amit_H ,

For gate pass you can do below

1. Create one table called transfer gate pass.
2. Add all required field which you want to capture in gate pass.
3. Upon closed of 2nd task approval create entry in GP table, Add reference of transfer record. 

-------------------------------------------------------------------------

If you found my response helpful, please consider selecting "Accept as Solution" and marking it as "Helpful." This not only supports me but also benefits the community.

Regards
Runjay Patel - ServiceNow Solution Architect
YouTube: https://www.youtube.com/@RunjayP
LinkedIn: https://www.linkedin.com/in/runjay

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