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This functionality is new as of version 4.1.

Excerpt
namePrint Stocking List report (Transfer Request)

The ‘Inventory Stocking ‘Stocking List’ report provides the ability to print or export the Inventory Stocking List.

  • The ‘Inventory Stocking ‘Stocking List’ report can be printed from these screens:

    • ‘Inventory Stocking’ screen

    • ‘Inventory Transfer Request’ screen → ‘Stocking’ tab

      • The Stocking Status must be ‘Stocking’.

  • The 'Inventory Stocking List' report can be used as a tool to aid in the Inventory Stocking Process.

    • If the name of the Inventory Location is changed at any time after a Pull was completed, the new name will appear on the 'Inventory Stocking List' report.

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To Print the ‘Inventory Stocking List’ List report:

  1. Navigate to the 'Inventory Transfer Request' screen → 'Delivery' tab; OR,

    1. Refer to Open Transfer Request.

      'Inventory Transfer Request' screen - 'Stocking' tab - 'Print Stocking List' button
  2. Navigate to the ‘Inventory Stocking’ screen.

    1. Refer to Open Stocking (Transfer Request).

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  3. Click the ‘Save’ button on the ‘Inventory Stocking’ screen.

    1. If changes are made to the Inventory Stocking, they must be saved in order to appear on the report.

  4. Click the ‘Print Stocking List’ button.

    1. This button is available on the ‘Inventory Transfer Request’ screen → ‘Stocking’ tab only when the Stocking Status is ‘Stocking’.

  5. The ‘Inventory Transfer Request Stocking List’ report can be sorted by sorting the Inventory Stocking Item list, on the ‘Inventory Stocking' screen, before printing. The list can be sored by the ‘Line.Seq’ or 'Product’ column.

  6. The ‘Inventory Stocking List’ report dialog will open.

    1. Refer to Report Dialog Functionality.

      'Inventory Stocking' screen - 'Print Stocking List' button - 'Inventory Transfer Request Stocking List' reportImage Removed'Inventory Stocking' screen - 'Print Stocking List' button - 'Inventory Transfer Request Stocking List' reportImage Added

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Report Dialog Functionality:

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