Warehouse Item Transfer Report

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Warehouse Item Transfer Report

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The Warehouse Item Transfer Report shows the movement of the inventory items from one warehouse to another within the same company.  Information displayed in this report comes from the transactions entered using the Warehouse Item Transfer function.

 

This report has the following uses:

 

Helps you in monitoring the movement of the inventory items from one warehouse to another within the same company.

For reference when verifying inventory transactions.

 

 

To generate the Warehouse Item Transfer Report, perform the following procedures:

 

1.Access the Warehouse Item Transfer Report function from the Item Movement Reports group under the Reports main menu in the Inventory Control module.

 

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

 

3.Select the report sorting option by clicking the List box button next to the Sort By field. Choose from the following options:

 

Source Item + Warehouse

Source Warehouse + Item #

Target Item + Warehouse

Target Warehouse + Item #

Transfer #

Transfer Date

 

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

 

5.In the Report Configuration area, define the report filters. Depending on the sorting option you choose, mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate  value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

 

6.Mark any or all of the following checkboxes, if applicable:

 

oShow Serial #

Mark this checkbox to display the serial numbers of transferred serialized inventory items.

 

oShow Kit #

Mark this checkbox to display the kit numbers of transferred kit inventory items.

 

oShow Lot #

Mark this checkbox to display the lot numbers of transferred lot-controlled items.

 

7.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

 

 

The Warehouse Item Transfer Report function also provides you with the flexibility to perform the following:

 

Set up user-defined report macro

Set up user-defined sort option

Set up user-defined report layout

Include notes in the printed report

Export the report to various supported file formats

Send the report as attachment to an email

Include time and printed by information

Drill-down on certain fields in the report:

oItem #

AccountMate displays the Item Profile when you double-click the item number in the report.

 

 

 

See Also

Inventory Item Movement Reports

 

 

 

 

 

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