Generating Stock Transfer Summary Report

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

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

The “Generate Stock Transfer Summary Report” 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 “Report Criteria” group box:

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

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

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.
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.
Part #	The number identifying the part for which the stock transfer summary report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.
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.

Enter the following 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.
Sort By	Use the drop-down list box to specify the field by which the stock transfer summary report is to be sorted. The report can be sorted based on "From Stocking Point", "To Stocking Point", "Transfer Type" or "Transfer Date".

Note: The Stock Transfer Summary Report is generated only for those stock transfer document that are in "Authorized”, “Partially Issued” or “Closed” status.

Select the “Generate Stock Transfer Summary Report” link to generate the stock transfer summary report.