Suggested Transfers report - Report tab

The Suggested Transfers report - Report tab, shown in Figure 1, displays the results based on the selections made on the Settings tab.

The user security settings (in the navigator menu select Setup tools> Setup Wizard> Users and Security> Names and Security> select user) in the Inventory tab of "View Wholesale Amounts" and "View Unit/Vehicle Wholesale Amounts", control which columns are visible on inventory reports.

If a you have mixed security set, for example (View Wholesale Amounts = ON, View Unit/Vehicle Wholesale Amounts = OFF) you only see costs on non-unit items and the totals/subtotals are NOT be visible, working under the assumption that a unit MAY be present in the items being added up to create that total/subtotal.

Some tab functions work in relation to the window's Toolbar. Click Toolbar to view detailed information about the Toolbar button options.

Figure 1: The Report tab

The buttons and columns are detailed in Table 1.

Buttons	Function or Purpose
Select All	Click this button to check all of the items in the Report by putting a green check mark in the Select column.
Clear All	Click this button to replace the green check marks with the red crosses in the Select column.
Create Transfers or Create Requests	Depending on the option selected in the Create Transfer Invoice Type section of the Settings Tab, this button has one of the two captions described to the left. Create Transfers creates a Transfer Invoice for each of the Selected items in the Report. Create Requests creates a Request Invoice for each of the Selected items in the Report.

Columns	Contents
Select	This column contains either a green check or a red X. The green check indicates that the line is selected whereas the red X indicates the line is NOT selected. All items in the report are selected by default. Use Select All and Clear All to change all items to either state. Select or de-select individual items by clicking the select button on the left side of the row.
Suggested	This column contains the Suggested Quantity to transfer or request. This is the only column in the report that allows you to change the value previously entered to suit your needs. The Suggested quantity for each item cannot exceed the quantity that is available to be shipped from other departments. If the total quantity available for shipping is less than what is required for an item, the Suggested quantity is divided across the receiving departments based on the percentage of the Low value that is set up for each department. The chart below shows an example:

Department	Available	Low	Suggested
Warehouse	10	0	N/A
Store 1	N/A	4	2
Store 2	N/A	16	10

From	The FROM Department Number for Transfer Type Invoices or the REQUESTED FROM Department for Request Type Invoices.
To	The TO Department Number for Transfer Type Invoices or the REQUEST BY Department for Request Type Invoices.
Stock	The In Stock quantity in the TO or REQUESTED BY Department.
On Order	The Quantity On Order in the TO or REQUESTED BY Department.
Back Orders	The Quantity On Back Orders in the TO or REQUESTED BY Department.
Low	The Low value in the TO or REQUESTED BY Department.
High	The High value in the TO or REQUESTED BY Department.
Transfer From Low	The Transfer Low Quantity in the FROM or REQUESTED FROM Department. The Transfer Low values that are set up for each item prevents stock from going below that level in each department. This is useful for situations where you may want to transfer stock between multiple departments, but want to ensure that you are not left with zero stock because of a transfer. See Highs and Lows for more information.
Part Number	The Part Number of the item to be transferred or requested.
Description	The Description of the item to be transferred or requested.
Cost Price	The Cost Price of the item to be transferred or requested.
Location	The Location of the item to be transferred or requested.

Table 1: The Buttons and Columns

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