How To: Running the Monthly Transfer Report (03-11-43)

Overview

This selection displays the dollar amounts of all transfers made during a specified month.

Step-by-Step

Click image to enlarge.

  1. In the ‘Month and Year’ field, enter the month and year, in MMYY format, that you would like to view the transfers for.

  1. Click ‘Refresh’ to load the results.

  1. 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.

  1. 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.
Tags: