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IC Transfer List

Accredo Mercury holds stock at a single location. Stock transfers between locations are only available for Accredo Saturn.

Navigator > Maintain > Inventory Control > Transfer List

Access transfer documents for viewing and processing. The Outward grid shows Transfer transactions based on the Source Location. The Inward grid shows Transfer transactions based on the Destination Location. Select the period, the type of transfer documents, and different locations while retaining selections.

Selections

Current/History

Select the type of documents to be displayed, from:

  • Current
  • History
  • Both Current and History

Auto Select

Selected, selections, filters and sorts will be immediately applied to the list.

Clear, click Select Transfers to apply selections, filters and sorts to the list.

Display Deleted

Selected, deleted documents are shown in History.

Clear, (default) deleted documents are not shown.

The default value is set in IC Settings Misc tab.

Select Transfers (F9)

Click to apply selections, filters and sorts to the list.

Outward / Inward

Source / Destination Location

Select from the Lookup. Show All (Ctrl+A) shows all selected documents for all locations. Defaults to the User Default Location set in User Settings.

Period

Select the period to view documents for.

Period

Documents entered in the selected Period only are shown.

Year

Documents for the current year are shown.

All Periods

All documents are shown.

Range of Periods

Select a range of periods to appear in the From and To Lookups.

You can select different locations while retaining the above selection.

Store Person

You can filter the list by selecting a Store Person.

Grid Toolbars

ToolbarExpand

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new transfer, see IC Enter Stock Transfers.

Delete (F3)

Delete the Transfer document. Only unposted transfers can be deleted. Delete is not available for transfer documents where dispatch or Receipt transactions have been posted.

Open Details (F12)

Opens IC Enter Stock Transfers to view transfer details. Transfers can be edited and posted. Incomplete and historic transfers can be viewed.

Print (Ctrl+P)

Print the Transfer List, or save as an Excel worksheet, or PDF file to send.

RecordFilterSort_Hot

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

CalculateTotalShow

CalculateTotalHide

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.

Create List View (Alt+L)

Save the current list state as a List View.

Find (Ctrl+F)

Find a document using the Document ID.

 

Customise Toolbar

ToolbarExpand Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

See Also

Inventory Control - Maintain

Book Contents

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