Reporting Explained: Inventory Transfers: Summary

Reporting Explained: Inventory Transfers: Summary

Business Need: This report will provide a summary of all transfers for an organization summarized by document

How it works: This report will display the issuing and accepting locations, the issued, and accepted quantities, and document status.

Generating the Report:



      1.    Select Standard Reports

      2.    Select the Purchasing Folder

      3.    Select the Inventory Request Folder

      4.    Select the option for Summary

      5.    Select the appropriate store, level, vendor, and date/time filters

      6.    Generate

Reading the Report



      1.    The top of the report will display the filter options that were selected for the report and will be included if the report is exported or printed.

2.    Will be where users can identify how a report is sorted and or grouped

3.    Change Columns, Sorting, and Grouping – will be where users can add or remove columns from the report as well as organize and group data.

4.    Store Issued From – will be the issuing or ‘sending’ store for the transfer

5.    Store Accepted By – will be the accepting or ‘to’ store for the transfer

6.    Requested by – if the transfer was converted from a request the user that committed the request will be listed here

7.    Transfer Number – will be the document number assigned to the transfer

8.    Status – will be the current status of the transfer

9.    Quantity Issued – will be the quantity of the items on the transfer at the time it was issued

10. Quantity Accepted – will be the quantity of the items on the transfer when it was accepted

11. Total Retail – will be the retail total retail value of the items at the time the transfer was issued. 





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