Run the Order Inquiries_Transfers report

  1. Go to Menu > Reports > Reports - SSRS > SSRS Report Viewer.
    The SSRS Report Viewer page opens.

  2. Expand the Standard Reports menu.

  3. Expand the AMS SSRS Report Library menu.

  4. Expand the Orders menu.

  5. Select Order Inquiries_Transfers.
    The Order Inquiries_Transfers options panel opens.

  6. Complete these fields.
    Note: All fields are optional.If you select Run Report without completing any fields, the report will include all parts transfer orders using the default settings.

    Field Definition

    Group By

    Select an option from the dropdown list:

    • Destination Shop

    • Source Shop

    Status

    Select an option from the dropdown list:

    • All

    • Back-ordered

    • Canceled

    • Closed

    • In-Transit

    • Open

    • Ordered

    • Pending

    • Received

    • Shipped

    Shop

    Select a source shop from the dropdown list.

    Charge Category

    Select a charge category from the dropdown list. The options available depend on your setup.

    Part Number

    Enter a part number.

    Transfer Type

    Select an option from the dropdown list:

    • All

    • Transfer-In

    • Transfer-Out

    Date Range (opened)

    There are three fields in the opened Date Range.

    • Range menu:
      The range is set to Month to Date by default.

      You can select another range from the dropdown list, such as Yesterday or Week to Date. If you select any range other than Custom, the program completes the Opened Start Date and the Opened End Date fields for you. If you select Custom, the program lets you complete the Opened Start Date and the Opened End Date fields.

    • Opened Start Date:
      If you selected Custom from the range menu, enter a date in this field. This sets the report to look for part transfer orders that were opened between this date and your selected Opened End Date.

    • Opened End Date:
      If you selected Custom from the range menu, enter a date in this field. This sets the report to look for part transfer orders that were opened between your selected Opened Start Date and this date.

    Date Range (closed)

    There are three fields in the closed Date Range.

    • Range menu:
      The range is set to Custom by default. This lets you enter a custom Closed Start Date and a Closed End Date.

      You can select another range from the dropdown list, such as Yesterday or Week to Date. If you select any range other than Custom, the program completes the Closed Start Date and the Closed End Date fields for you.

    • Closed Start Date:
      If you selected Custom from the range menu, enter a date in this field. This sets the report to look for part transfer orders that were opened between this date and your selected Closed End Date.

    • Closed End Date:
      If you selected Custom from the range menu, enter a date in this field. This sets the report to look for part transfer orders that were opened between your selected Closed Start Date and this date.

    Component

    Enter a component.

    Currency

    Select a currency from the dropdown list. The options available depend on your setup.

    Report Layout

    Select an option from the dropdown list:

    • Excel

    • PDF

  7. Select Run Report.

  8. To export the report, select an export format from the A floppy disk. Export dropdown list:

    • Word

    • Excel

    • PowerPoint

    • PDF

    • TIFF file

    • MHTML (web archive)

    • CSV (comma delimited)

    • XML file with report data

    • Data Feed