Inventory Transfer Search

The ability to search for an existing transfer is provided in the Transfer Number field.
This search includes One-Step transfers processed through Inventory Transfers and any complete Two-Step transfers processed through Internal Branch Transfers.

Multiple search filters can be used to narrow the list of transfer transactions that is returned from the search.
When a filter data field is left blank or ALL, then no restriction is applied on that search category.

Note: The search selection fields are date sensitive.

The prompts are:

PRODUCT NUMBER

Leave this field blank to include transfers for all products, or enter a specific product number or window to lookup a product number using the Inventory Search.

FROM TRANSFER DATE

Accept the first day of the previous month, or enter a starting date for the transfer search.

TO TRANSFER DATE

Accept today's date, or enter an ending date for the transfer search.

FROM LOCATION, 'ALL' OR 'SEL'

This is the original location of the items, prior to the transfer.

• Type ALL to include all locations in the search.
• To search for transfers from a single location, enter the location code, or select a location from the drop-down list.
• Type SEL to select an inventory region or a range of inventory locations to include in the search, as outlined in Division Select By Region.

TO LOCATION, 'ALL' OR 'SEL'

This is the location to which the products are being shipped by the transfer transaction.

• Type ALL to include all locations in the search.
• To search for transfers from a single location, enter the location code, or select a location from the drop-down list.
• Type SEL to select an inventory region or a range of inventory locations to include in the search, as outlined in Division Select By Region.

Finished?

Click ACCEPT to initiate the search or CANCEL to abort.

Search Results:
The resulting list of transfer transaction displays the transfer number, date, from location, to location and the name of the transfer clerk.

The document list can be resorted by any column in ascending or descending order, by clicking on the column heading.
Columns can also be dragged and dropped to temporarily reposition them as required.

Highlight a transfer and click on the DETAILS button to view the product details as outlined in Inventory Transfer Details.

To select an invoice from the list, double-click on the appropriate record, or highlight the record and click the SELECT button.