How To: Running the Document Number Journal (03-11-23)

Overview

The selection is used to view a listing of open transfers, filtered by Transfer Document Number.

NOTE: Once a transfer is updated through Transfers Update (03-11-03), it will not be included on this report.

Step-by-Step

Click image to enlarge.

  1. In the ‘Beginning Document #’ field, enter a Transfer Document Number to start the report with. Leave the field blank to start the report with the first the document number on file.

  1. In the ‘Ending Document #’ field, enter a Transfer Document Number to end the report with. Leave the field blank to end the report with the last document number on file.

  1. Click ‘Refresh’ to display the report results.
    • Whenever the search criteria changes, you must click ‘Refresh’ to update the report results.

  1. At the ‘Select Printer’ prompt, enter the ID of a physical printer or spooler (optional).
    NOTE: This report cannot be printed to PDF.

  1. Click ‘Export’ to open the report directly in Excel and also save it to your computer (optional).
    IMPORTANT: You must have an ‘Inventory Transfers’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) in order for the report to open correctly in Excel and successfully save to your computer.
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