Checking the list of transfers

The list of inter-warehouse transfers provides an overview of all transfers made in the company. Different limiting criteria can be selected to make it easier to view the desired data in the list.

This chapter shows how to use the list of inter-warehouse transfers.

HINT For more information on the list of inter-warehouse transfers, see the chapter Transfer list in the technical guide.

CASE SUMMARY The person responsible wants to check the documents of inter-warehouse transfers from the Warehouse Wholesale to the Warehouse. Retail. The person responsible is particularly interested in the transfers made from 1.3.2022 to 5.8.2022. The person responsible also wants to check the details of the document 22-2000-000002 and print it out if necessary. This is done as follows: Opening the list of transfers Defining the limiting criteria Previewing and printing the transfer document

1. Opening the list of transfers

To check the list of inter-warehouse transfer documents, the person responsible opens the module Transfer and clicks Transfer list.

This opens the entire list of inter-warehouse transfers that have been created in the database.

Then, the person responsible can enter use the limiting criteria to display the desired transfer documents.

2. Defining the limiting criteria

In the header of the form Transfer list, the person responsible enters the limiting criteria to narrow down the set of documents to be displayed.

From the drop-down list of the field Type of overview, the person responsible selects the desired document type: 2000 - Transfer Wholesale -> Retail.

In the fields Date from and Date to, the person responsible specifies the date range, in this case from 1.3.2022 to 5.8.2022.

The program displays the transfer documents that meet the limiting criteria entered.

The person responsible now wants to check a specific document. To do this, the person responsible enters the document number in the field Search: 22-2000-000002.

The program only displays the transfer documents that match the number entered in the search criteria.

WARNING If no documents match the entered criteria, the program displays a notice: No result found.

3. Previewing and printing the transfer document

The person responsible wants to preview the transfer document 22-2000-000002 in the selected report format and then print it.

The person responsible clicks the eye icon (Preview) and selects the desired report format for previewing from the drop-down list.

The program opens the document for previewing in the selected report format.

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