Report Merchandise Transfer Activity

Access

This report shows summaries of all transfer activity for a single date or period to date. The report consists of a detail section that provides a breakdown of transfers, a recap section that provides a summary of the transfer data, and, optionally, a GL recap section that provides a list of the GL activity generated by the transfers. Once the run-time options have been selected, choose Run to produce the report.

The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.  

Start DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

End DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

Print General Ledger RecapCheck the box to print a recap of general ledger posts that were generated via transfer activity.

Include Activity for

You can use these fields to limit transfer activity on your report by ship from and/or receiving location(s). To include transfer activity originating from and/or being received at specific locations, make your selections in the Location field.  To include transfer activity for all locations, leave all fields blank.  

Ship from LocationsTo include all transfer activity by the ship from location, check this box.  Otherwise, leave field blank.
 

Receiving LocationsTo include all transfer activity by the receiving location, check this box.  Otherwise, leave field blank.
 

LocationEnter one or more locations for which you want to run this report. If you click on the Arrow button, you can choose a location from the drop-down list that appears. If you click on the Action button, you access the Multiple Location Selection Window. If you leave the field blank, the system includes all locations in the report.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer ( PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.