Search Transfer Document
- Search Transfer Document
- View Transfer Document
- Transfer Order Documents List Report
- Troubleshooting
Required Permissions
- View Reports
- ability to search and view, print and export Transfer Documents
- ability to print and export Transfer Order Documents List Report
- Modify Transfer Orders
- ability to edit Transfer Document Numbers
- View Transfer Orders
- ability to search for Transfer Documents by Transfer Order Numbers
- View Cost
- ability to view Unit Cost in Transfer Documents
Search Transfer Document
- Go to Orders tab of the main menu.
- Select Transfer -> Search Document menu item.
The following window displaying Transfer Documents opens:
- Specify the necessary search criteria in Search Transfer Document frame:
The following optional filters can be applied:
| Filter | Comment |
|---|---|
| Transfer # | A number of the Transfer Document. |
| Site | Drop-down list of active Sites that you have access to. The necessary Site can be searched by the ellipsis button [...] as well. CoreIMS automatically prepopulates the field if you have a specified Default Site (please refer to Users section). |
| Order # | Drop-down list of Transfer Orders. The necessary Transfer Order can be searched by the ellipsis button [...] as well. |
| Transferred Date | You can specify the date range when the Transfer Document you are looking for was generated, i.e. the respective Transfer Order was sent. |
| Transfer to Site | Drop-down list of active Sites that you have access to. The necessary Site can be searched by the ellipsis button [...] as well. |
| Owner | Drop-down list of active Companies marked as Owner. The necessary Company can be searched by the ellipsis button [...] as well. Visible only if Ownership mode is set up as Item level or Stock Level in System Settings. If you (your CoreIMS user) have a specified Owner (please refer to Users section), you will be able to search for Transfer Documents of Transfer Orders only of this Owner or without owner. |
CoreIMS allows you to do the following when searching:
1) search by the beginning of text fields;
2) hide/unhide search filters;
3) collapse/expand the filter area.
- Once you specify all necessary filter criteria, click Enter or Apply Filter button.
The results that satisfy the search criteria will be loaded to Transfer Documents frame:
If needed, reset previously specified filter criteria by clicking Reset Filter button.
Use navigation buttons
to switch the pages of the grid.
You can also customize the view of the grid and use Ctrl+F for searching.
View Transfer Document
- Locate the necessary Transfer Document by double-clicking on it on the grid:
Edit Transfer Document window opens:
You can edit the Transfer Document Number. Remember that it should be unique across the system.
- Click Save button.
- Click Reset button if you want to reset the unsaved changes.
If needed, print or export the Transfer Document. Use Print or Export button accordingly.
Transfer Order Documents List Report
You can print or export Transfer Order Documents List report displaying the data from the grid on Search Transfer Document screen. To this end use Print or Export button accordingly.
Troubleshooting
1) Transfer Document cannot be found.
Check if you specified the necessary search criteria correctly (please refer to Search Transfer Document section for more details).
For example, you specified Main Office as a Site for searching and expected to find TD5 Transfer Document there. But the Transfer Document is located in Storage Office Site, so you wouldn't see the Transfer Document on the search grid:
After specifying the correct Site, the Transfer Document you are looking for is available on the search grid:
Therefore, if you know the Transfer Document Number, you can omit to specify Site, Order # and other search parameters in order to prevent such errors:
2) The Transfer Document is blank.
This can occur if Untransfer operation had been performed: the Transfer Document is not deleted from the system, although it is blank.