IC Transfer Designer

Transfers and the Transfer Designer are available for Accredo Saturn only.

Navigator > Setup > Inventory Control > Transfer Designer

A transfer document can be included with transferred items to allow easy checking of quantities and other details. You can design your own transfer documents or open and modify an existing transfer document design. To design a transfer document quickly, start with an existing layout, save it with a different name, then modify it. Sample reports are installed with the Accredo server install, and are also available on the Accredo website.

Note: If you modify reports that are provided with Accredo it is important to save them with different names, as when Accredo updates are installed, the reports can be overwritten.

The IC Transfer Designer is based on the Report Designer and has similar functionality. Full report design facilities including MaxBasic are available.

Usually a transfer document consists of:

Header band showing details of the source, in-transit and / or destination locations,
Repeating Detail band showing product codes, descriptions, quantities sent and received, and
Footer band with space for a signature and date.

Iterators are available to create sub-sets of records. Iterators can be applied to Bands to filter records shown in a band. Iterator objects allow setting of the SortBy property in the BeforeReport code.

Name	Iterators filter records the shown in the report. Available Iterators are: Lines - Lines on the IC Transfer Outwards Tracking - iterates through the tracking detail for the transfer line and source location Inwards Tracking - iterates through the tracking detail for the transfer line and destination location
Bands	The Bands in the report to apply the iterator to.
Sort Order	Optionally select fields to sort records in the iterator.
Filter	Optionally select fields to further filter the iterator.

Objects available in the Transfer designer in addition to the standard objects are:

DestinationLocation	Fields from the Destination Location in the transfer header.
itLines	Properties from the Lines iterator.
Product	Fields from the Product (for the Product on the line).
SourceLocation	Fields from the Source Location in the transfer header.
TransferHead	Fields from the transfer header.
TransferLine	Fields from the transfer line.
TransitLocation	Fields from the Transit Location in the transfer header.

A sample IC Transfer is provided with the Accredo Server Install, and is also available on the Accredo website. The sample IC Transfer is:

ICTransfer.pfd - standard IC Transfer

To use documents downloaded from the website, ensure your document designer is the latest version.

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IC Report Period