❑The Inventory Transfer Report lists the details of those Inventory Items which have been Transferred from one Warehouse to another, within a Date Range specified by the User, with this data presented as a Grid
•To View, Print, and/or Export this list of Inventory Transfer Report Data:
a)From the Backstage Menu System Select Reports then Choose Inventory Reports and Select the Inventory Transfer option, or
b)From the Quick Access Menu, Select Reports then Choose Inventory Reports and Select the Inventory Transfer option
❑Setting Up the Inventory Transfer dialog's data grid Options:
•Date Range - Identify the Time Period in which Inventory Transfers are to be listed:
✓From - By default, the date entered will be one month prior to Today.
▪Use the provided Drop-Down Calendar/Date Entry field to change the default date, if needed.
✓To - By default, the date entered will be Today.
▪Use the provided Drop-Down Calendar/Date Entry field to change the default date, if needed.
•Retrieve Data - Click the Retrieve Data Icon to populate the Inventory Transfer dialog's data grid, based on this Date Range (chosen above).
•Print - When the Inventory Transfer data has been formatted as needed, the User may Click the Print Icon to create a Print Preview.
•Export - Once the data has been formatted, filtered, sorted and configured as needed, Click the Export Icon to display the standard Windows® Save As dialog.
✓See the data grid chapter for more information.
•EMail - Once the data has been formatted, filtered, sorted and configured as needed, Click the EMail Icon to send this data as a PDF attachment to an Email address of your choosing.
•Select columns that are to be displayed - Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration below) to display a list of all of the column names - and associated data - which may be displayed.
Inventory Transfer - Available Columns
✓By default, all Column Names will be Checked.
✓Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.
•Setting the Order in which the data in the grid is Listed within the Inventory Transfer Form (Report):
✓The default sorted order of the Inventory Transfer List is based on the Description - which is ordered from lowest to highest (1 - 9, a-z, then A - Z).
✓Thereafter, the column that determines the sorted order of the List may be easily changed, whenever needed.
✓To do so:
▪Click another column's Header Name (the mouse points to the sorting arrow within the To Header Name in the illustration above) to change the sorted order to by on that column of data, with the sorted order automatically set from lowest to highest (a-z or 1 - 9).
▪To change this newly selected column's sorted order from highest to lowest, Click that column's Header Name again.
▪An Arrow next to the Header Name indicates the column that is determining the sorted order of the Grid Data.
o~ indicates lowest to highest (a-z or 1 - 9)
o€ indicates highest to lowest (z-a or 9-1).
❑Printing the Inventory Transfer dialog's data grid:
•Print - Once you have:
a)Chosen which columns of data are to be included,
b)Set the order in which they are to be listed, related any columns (if appropriate),
c)Adjusted any column's width as desired,
d)Then, you are ready to Print the resulting Inventory Transfer Report.
•Click the Print Icon at the top of the Form to display the Inventory Transfer dialog.
✓The Print Preview Form will be displayed.
✓The Print Preview dialog will be displayed exactly as the data grid was formatted.
✓It is easy to Close the Print Preview, make formatting adjustments (if needed), then Click the Print Icon again until you have the Inventory Transfer report displayed in the Print Preview dialog exactly as needed.
❑Exporting the Inventory Transfer dialog's data grid:
•Export - Once you have:
a)Chosen which columns of data are to be included,
b)Set the order in which they are to be listed, related any columns (if appropriate),
c)Then, you are ready to Export the resulting Inventory Transfer Report.
•Click the Export Icon at the top of the Form to display the Inventory Transfer dialog.
✓The Save As dialog will be displayed.
•See the Grids & Lists - Print Preview - Exporting Data chapter for much more information about formatting and printing (and exporting) the Inventory Transfer Report's data grid