Transfer Report

You can see all information about Transfer documents simply and in one place.

You can select a report in the form of a Receiving Slip with the information from the issuing warehouse (2Q1) or detailed with documents (2Q5) or detailed with documents and valuation price (2Q7), as well as from the receiving warehouse (2Q2) or detailed with documents (2Q6) or detailed with documents with valuation price (2Q8). You can also select a report with information about valuation prices, the sales/retail price, and values (2Q3), as well as a report for an overview of transfer documents based on issuing/receving warehouses with its receive/issue prices and values (2Q4).

1. Reporte Type

In this part, mark the report we want to print

2. Warehouses

In this part, mark the Warehouses that we want to print.

3. Document Type

In this part, mark the Document Type.

4. Criteria

4.1. Criteria

WARNING It is possible to search for items using special signs (%)

Date from	Select a date from, if you would like to limit the report using this criterion.
Date to	Select a date to, if you would like to limit the report using this criterion.
Item	Select an item ID, if you would like to limit the report using this criterion.
Name	Select a name of the item, if you would like to limit the report using this criterion.
Prim. category	Select a primary category from item categories, if you would like to limit the report using this criterion.
Sec. category	Select a secondary category from item categories, if you would like to limit the report using this criterion.
Departments	Select a department (one or more of them) from departments, if you would like to limit the report using this criterion.
Doc. Statuses	Select a status, if you would like to limit the report to documents with a particular status: All/Blank field – all documents, regardless of their status. If this field is left blank, all document statuses will be included in the report. Confirmed – only documents that have been confirmed will be included in the report. Unapproved – only documents that have not been approved will be included in the report.
Deliver via	Select a delivery from delivery method from the header of the transfer document, if you would like to limit the report using this criterion.
	Choose Sign to select the Positive, Negative or All (both) values of the positions of the documents (anForPay) that will be shown on the report.
	This button will generate an invoices issued report using the selected criteria.
	Displays Ad-Hoc analyses

4.2. Custom Fields - Items

Enter data which you have previously specified in the Administration panel | Program Paramaters | Items | Custom Fields.

Search by defined  Custom fields.

4.3. Custom Fields - Subjects

Enter data which you have previously specified in Program Parameters | Subjects | Custom Fields in Administration Panel. You may select up to 10 text, up to 3 numerical and 4 date fields. Search by defined  Custom fields.

4.4.  Ad-Hoc

It is necessary to select a report and then click on  Ad-Hoc button to create an analysis for the report you selected.

Ad-Hoc Top Bar

Top bar of Ad-Hoc form contain different buttons that are used to work with Ad-Hoc analyses.

Ad-Hoc Button

This row enables you to define what type of graph would you like to see (column, line, piechart...), you can also edit appearance (color and background), export chart in different file formats or edit your chart in chart designer.

Transfer Report

Transfer Report

You can see all information about Transfer documents simply and in one place.

You can select a report in the form of a Receiving Slip with the information from the issuing warehouse (2Q1) or detailed with documents (2Q5) or detailed with documents and valuation price (2Q7), as well as from the receiving warehouse (2Q2) or detailed with documents (2Q6) or detailed with documents with valuation price (2Q8). You can also select a report with information about valuation prices, the sales/retail price, and values (2Q3), as well as a report for an overview of transfer documents based on issuing/receving warehouses with its receive/issue prices and values (2Q4).

Date from	Select a date from, if you would like to limit the report using this criterion.
Date to	Select a date to, if you would like to limit the report using this criterion.
Item	Select an item ID, if you would like to limit the report using this criterion.
Name	Select a name of the item, if you would like to limit the report using this criterion.
Prim. category	Select a primary category from  item categories, if you would like to limit the report using this criterion.
Sec. category	Select a secondary category from item categories, if you would like to limit the report using this criterion.
Departments	Select a department (one or more of them) from departments, if you would like to limit the report using this criterion.
Doc. Statuses	Select a status, if you would like to limit the report to documents with a particular status: All/Blank field – all documents, regardless of their status. If this field is left blank, all document statuses will be included in the report. Confirmed – only documents that have been confirmed will be included in the report. Unapproved – only documents that have not been approved will be included in the report.
Deliver via	Select a delivery from delivery method from the header of the transfer document, if you would like to limit the report using this criterion.
	It is possible to search for items using special signs (%)

Choose Sign to select the Positive, Negative or All (both) values of the positions of the documents (anForPay) that will be shown on the report