How To: Running the Transfer Audit (03-11-02)

Overview

This selection is used to print a listing of all transfers that are ready for update.

Special Notes

  • If the ‘Activate Request for Transfer’ preference is set to ‘Y’ in Transfer Preferences (03-11-90-01), only the documents that have been confirmed through Receiving Confirmation (03-11-13) will appear on the audit.
  • Before running Update Processing (03-11-03), verify that the information on the report is correct.
    • If the ‘Activate Request for Transfer’ preference is set to ‘N’ in Transfer Preferences (03-11-90-01), you can make any necessary changes through Transfers Entry/Inquiry/Maint (03-11-01). You will then need to print the audit again.
    • If the ‘Activate Request for Transfer’ preference is set to ‘Y’ in Transfer Preferences (03-11-90-01), no changes are allowed once the transfer is confirmed through Receiving Confirmation (03-11-12). If you determine that a transfer was incorrectly confirmed, an offsetting transfer must be created to correct the error.
  • The sort order of the audit is determined by the ‘Sort Picking Sheet By’ preference in Transfers Preferences (03-11-90-01).

Step-by-Step

Click image to enlarge.

  1. In the ‘Ending Print Date’ field, enter the ending date for the audit. Transfers with a date or on before the entered date will be included on the audit. Leave the field set to ‘All’ to include all transfers.

  1. In the ‘Starting Document #’ field, enter the transfer document number to start the report with. Leave the field set to ‘All’ to start the report with the first document on file.

  1. In the ‘Ending Document #’ field, enter the transfer document number to end the report with. Leave the field set to ‘All’ to end the report with the last document number on file.

  1. Click the ‘Print’ button.

  1. In the ‘Select Printer’ field, enter the ID of a physical printer or spooler.
    IMPORTANT: You cannot print the audit to a PDF file.
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