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
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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