Consolidated Location Transfers

The Consolidated Location Transfers report displays all transfers where the user's hierarchy includes either the issuing or receiving location. This report will allow district managers to view outstanding transfers that have not been reconciled for all locations within their hierarchy level. This will give managers the ability to ensure transfers are reconciled in a timely manner by the receiving locations.

Note: This report does NOT include storage transfers.

Menu Paths: Net-Chef > Inventory: Reports > Consolidated Location Transfers
Menu Paths: Net-Chef > Reports: Inventory > Consolidated Location Transfers

Report Controls

Transfer Date Range Start/Finish: Calendar widgets; can select any dates

Hierarchy: Select the desired hierarchy level from the drop-down

Group By: Location, Status, Issuing Location, Receiving Location, Transfer Date, Reconcile Date

[+/-]: Visible when grouped; click to expand/collpase the group details; CTRL+Click collapses all other groupings

Funnel (Filters): Any report column

Printer (Export): PDF, Excel, CSV formats

-><- , <-->: Click to minimize/maximize the report header

Report Columns:

Click any column header to sort by the data in that column.

Transaction Number – "Drill Down" link; see below for details. Displays the system assigned transaction number; based on the Transfer numbering scheme defined in Enterprise Manager.
Reference Number – Entered/edited during transfer creation.
Status – 'Canceled', 'In Transit' (in red text), 'Reconciled', or 'Rejected'
Issuing Location – The location that issued the transfer.
Receiving Location – The location that received the transfer.
Transfer Date – Date the transfer was created.
Created By – User that created the transfer.
Reconcile Date – Date the transfer was reconciled . (Will be blank if the transfer has not been reconciled.)
Reconciled By – User that reconciled the transfer. (Will be blank if the transfer has not been reconciled.)
Extended Value (Issued & Received, if grouped by Location) – Total value of the products on the transfer; displays in red text if the status is "In Transit".

“Drill Down” Links:

Transaction Number – Opens the transfer in "View" mode.