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3
Recent Transfers
Overview
The Recent Transfers screen displays a list of Recent Transfers based on the criteria selected. Actions include tapping a Transfer in the list, which allows you to quickly select approve, reject, or share based on specified criteria.
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Recent Transfers
QO”non-finisher,non-customerRegular Virtual Warehouseorder to PDlocation: NY Regular, 100000295011
Approved 9/21/20 1,000.00 USD
Ee Madison Avenue NY 6000 to PB vat region 1005 100000300000
Input 252,053 USD
Q=:Avenue NY RegularNY 6001 Virtual Warehouse to SD: Madison 1700000300001
In Progress 550.00 USD
- Q=: NY Regular Virtual Warehouse to SD: INR Regular Virtual Warehouse 6003 100000300002
In Progress 14,699,994 USD
-
SD: INR Store 6007 to SD: INR Store 6003
-
100000285011 Input 8,676.20 INR
EE}:AvenueMadisonNY 6001 Avenue NY 6108 to SD: Madison
100000285008
Input 400.00 USD
| Field | Description |
|---|---|
| Transfer ID | The ID of the Transfer. |
| Status | The description of the status of the transfer: |
| • Input | |
| • Submitted | |
| • Approved | |
| • In Progress | |
| • Closed | |
| Total Cost | The total cost of the transfer based on the from location currency. |
| Example: 10,000.00 USD |
Filter Criteria
The Filter Criteria screen sets and refines default search criteria. Each time the user logs into the Recent Transfers mobile workflow, it renders their “Recent Transfers” search list against the criteria saved here. To access the Filter Criteria screen after the initial visit:
1. Login to the application.
2. Tap the Menu icon.
3. Tap Tasks .
4. Tap Manage Transfers .
5. Tap Recent Transfers .
6. Tap the Filter icon. The Filter Criteria screen appears.
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| Field | Description |
|---|---|
| Status | Limits the orders returned by an order’s current status. You can select from a status or Any Status to return results. Valid values include: Any Status (Default), Input, Submitted, Approved, In Progress, and Closed. Any Status is the default. It only returns the statuses listed above and will not include closed orders. |
| Created By | Limits the returned orders by a User ID. You can select one or more User IDs to be applied to the criteria from a list. |
| Created Date | Limits the returned orders based on the create date for the Purchase Order. Valid values include: Today, Last 2 days, Last 7 days, Last 30 days, and All Dates (Default). |
| Delivery Date | Defined as the earliest date a transfer can be delivered to a store. Valid values include: Today, Last 2 days, Last 7 days, Last 30 days, and All Dates (Default). |
| Transfer Type | Limits the returned transfers based on the transfer type. Valid values include: Any Type (Default), Administrative, AIP Generated Transfer, Book Transfer, Confirmation, Externally Generated, Franchise Order, Franchise Return, Intercompany, Manual Requisition, PO-Linked Transfer, Reallocation Transfer, Return to Vendor, System Generated Transfer, SIM Generated Transfer, and Store Requisition. |
| Locations | Limits the returned orders to only those that have corresponding items in the specified locations. |
| Department | Limits the returned transfers to only those that have corresponding items in the specified departments. |
7. The following three actions are available in the Filter Criteria screen:
-
Tap Cancel to return to the Recent Orders screen without applying any new criteria selections.
-
Tap Reset to reset the search criteria to the initial first time settings.
-
Tap Apply to execute the search based on the choices made during criteria selection. The Recent Transfers screen appears with the results.
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-
All Users X icon.
-
All Departments X icon.
Note:
It may not be these values always. If you had previously selected one or more values then it will not show as ‘All Users’ but either the specific user or multiple users for example.
Add Users is outlined here. The other choices use the same process:
1. Tap the Created By criteria: All Users X icon to delete the criteria.
2. Tap anywhere in the Search by User box. The keyboard appears.
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5. Repeat Steps 3 and 4 to add more names. Any users selected based on the previously entered criteria remain in the list.
6. Tap Apply . The recent orders for the selected users appear in the list.
Note:
The Department and Supplier Site search also follow a similar workflow.
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QO”non-finisher,non-customerRegular Virtual Warehouseorder to PDlocation: NY Regular, 100000295011 Approved 9/21/20 1,000.00 USD Ee Madison Avenue NY 6000 to PB vat region 1005 100000300000 Input 252,053 USD
- SD: INR Store 6007 to SD: INR Store 6003 100000285011 Input 8,676.20 INR
In this guide
- Guide: Recent Transfers Mobile User Guide
- Previous: 2 Getting Started
- Next: 4 Recent Transfers Detail