How To: Looking Up a Transfer History Inquiry (03-11-32)
Overview
This selection displays transfers that have been updated and are now in the history file. If a transfer is active, voided, or has been deleted, it will not appear in this selection.
Step-by-Step
Click image to enlarge.
- In the ‘Transfer Document’ field, enter the document number of an updated transfer.
NOTE: If you are not sure of the document number, we suggest using Control File Inquiry (03-11-31) to look it up.
- Press Enter or Tab to load the details of the transfer.
The top of the window displays the transfer date and the branches that the items were being transferred from (outbound) and to (inbound). The lower part of the window displays the items that were transferred and their details, such as the item number, item description, brand, the quantities transferred, the sequence number in the transfer, if the item was a floor or damaged model, and the update date for the transfer.
- Click ‘Export’ to open the list 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.
- Click the ‘Print’ button to print a paper copy of the list (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the list to a PDF file. If printing to PDF, accept or modify the filename and click ‘Ok.’
IMPORTANT: When printing to PDF, 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 PDF to save successfully to your computer.