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).
Table of contents
- Report Type
- Warehouses
- Document Type
- Criteria
- Item Types
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1. Reporte Type
In this part, mark the report we want to print
| Detailed Receiving Slip - Issue |
Detailed Receiving Slip - Issue |
| Detailed Receiving Slip - Issue- Detailed |
Detailed Receiving Slip - Issue- Detailed |
| Issuing Summary |
Detailed Receiving Slip - Valuation Price and Sale Price |
| Detailed Receiving Slip - Receiving |
Detailed Receiving Slip - Receiving |
| Detailed Receiving Slip - Receiving - Detailed |
Detailed Receiving Slip - Receiving Detailed |
| Receiving Summary |
Receiving Summary |
| Receiving Slip - Valuation Price and Sale Price |
Detailed Receiving Slip - Valuation Price and Cost |
| Receiving Slip - Issuing and Receiving |
Detailed Receiving Slip - Issuing and Receiving |
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
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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.
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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
If there is no Ad-Hoc analyses menu in Analytics you have no Ad-Hoc analysis in you PANTHEON. You therefore have to click on Ad-hoc analyses in Settings|Program menu to create new Ad-Hoc analysis wich will then appear in Analytics menu
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
| Key |
Select specific key documents to display |
| Item |
Select specific Item to display |
| Name |
Select specific Name to display |
| Unut of Mesure |
Select specific documents Unit of Mesure to display |
An-Hoc analyses window will show your results of your analysis. Fields in black square were defined as dimensions and fields in orange square as measures. You can set dimensions to columns (red square) or rows (green square) to filter data (on drag and drop). Whatever you move to orange square area will be treated as measure.
When you add chart (horizontally or graphically) to window, an upper row with chart settings will appear (yellow square). 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.
| Entry 1 |
Description of entry |
| Entry 2 |
Description of entry |
| Entry 3 |
Description of entry |
| Entry 4 |
Description of entry |
| Entry 5 |
Description of entry |
| Entry 6 |
Description of entry |
4. Subtitle
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5. Subtitle
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
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