Generating Stock Transfer Document

In this activity, you can generate a report on all the stock transfers recorded in the system.

Select the “Generate Stock Transfer Document” link under the “Stock Management Reports” business component.

The “Generate Stock Transfer Document” page appears.

The system displays the following:

Date Format

The format in which the date fields must be entered in this page. This format is displayed from the "User Preferences" business component based on the login user id. In case the date format is not defined, the system displays the Organization level format.

Enter the following in the “Search Criteria” group box:

From Stock Transfer #	The starting number, in the range of stock transfer numbers, for which the report is to be generated (Alphanumeric, 18). You can enter the number in full or specify it partially using the "*" character.
To Stock Transfer #	The ending number, in the range of stock transfer numbers, for which the report is to be generated (Alphanumeric, 18). You can enter the number in full or specify it partially using the "*" character.

Note: Ensure that "From Stock Transfer #" is less than or equal to "To Stock Transfer #".

From Stock Transfer Date	Enter the starting date, in the range of dates, for which the report is to be generated (Date format).
To Stock Transfer Date	The ending stock transfer date, in the range of dates, for which the report is to be generated (Date format).

Note: Ensure that "From Stock Transfer Date" is less than or equal to "To Stock Transfer Date".

Transfer Type	Use the drop-down list box to select the transfer type as "Intra Warehouse" or "Inter Warehouse". Leave this field blank to generate the report irrespective of the transfer type.
Status	Use the drop-down list box to select the status of the stock transfer document as “Draft", "Fresh", "Authorized", "Cancelled", "Partially Issued", "Short Closed" or "Closed". Leave this field blank to generate the issue document irrespective of the status.
From Stocking Point	Use the drop-down list box to select the location from which the parts are transferred. Leave this field blank to generate the report irrespective of the stocking location.
From Warehouse #	The number identifying the warehouse from which the parts are transferred. (Alphanumeric, 10). You can enter the number in full or specify it partially using the "*" character.
To Stocking Point	Use the drop-down list box to select the location in which the parts are received. Leave this field blank to generate the report irrespective of the stocking location.
To Warehouse #	The number identifying the warehouse # in which the parts are received. (Alphanumeric, 10). You can enter the number in full or specify it partially using the "*" character.
Reference Document #	The number identifying the reference document based on which the Stock Transfer document was created.(Alphanumeric 40)
Part #	The number identifying the part for which the stock transfer document is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.
Location	Use the drop-down list box to specify the Stock Transfer location for which you wish to generate the report. Leave this field blank to generate the report irrespective of the location.
Part Type	Use the drop-down list box to select the part type as "Component", "Expendable”, "Kit”, "Consumable”, "Tool", "Raw Material" or “Miscellaneous”. Leave this field blank to generate the report irrespective of the part type.

Click the “Search” pushbutton to display the search results.

The system displays the following in the “Search Results” multiline:

Stock Transfer #	The number identifying the inter-warehouse or intra-warehouse stock transfer.
Stock Transfer Date	The date on which the parts are issued against the reference document.
Location	The location in which the Stock Transfer document is created.
Transfer Type	The type of the transfer.
Status	The current status of stock transfer document.
From Stocking Point	The organization unit from where the stock is transferred.
From Warehouse #	The number identifying the warehouse from where the stock is transferred.
To Stocking Point	The organization unit to which the stock is transferred.
To Warehouse #	The number identifying the warehouse to which the stock is transferred.
Reference Document #	The number identifying the reference document.

Check the “Select All” box to select all the stock transfer documents available in the multiline.
Enter the following field in the” Report Options” group box:

Report Action	Use the drop-down list box to select the report action. The system lists the following options:
	Print – Select this option to print the report.
	View Report – Select this option to view the report.

Select the “Generate Stock Transfer Document” link to generate the stock transfer document .