Running the Transfer Sales Report

Use the Transfer Sales Report to review the profits and losses generated by transfers between branches.

To run the Transfer Summary report:

1. From the Xfers > Reports menu, select Transfer Sales to display the Transfer Sales Report window.

2. In the Start Date and End Date fields, enter the date range of the report. You can change the dates. You can enter a calendar date or a variable date in these fields.

3. In the To Branch/Territory field and From Branch/Territory field, enter the branch or territories to include in this report.

4. In the Unreceived field, indicate whether to include, exclude, or include only transfers that have not yet been received.

5. In the Sales Basis field, indicate which amount you want to display. Press F10 and select Shipped Price, Received Price, or Disputed Amount.

6. In the Line Type field, accept the default Price Line to run the report for price lines or use the drop down menu to enter Buy Line to run the report for buy lines. The option you select in this field sets the variable field in which you can do one of the following:

• Leave the variable field blank to run the report for all price lines or buy lines.

• In the variable field, enter the price line ID or buy line ID to run the report for one price line.

• Use the Multi button to run the report for multiple price lines or buy lines. *Multi* displays in the variable field.

7. Set options, if needed, and generate the report.

See Also:

Transfers Overview

Transfer Reports

Creating Transfer Orders