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Microsoft Dynamics AX (Archived)

Transfer Orders - Worker Report

Posted on by 15

Hi All,

Just wondering if anyone could assist with being able to run a report within AX that would include the "WORKER" field on a transfer order?

I can see this in transfer order history but want to get this data for all transfers, not only individual transfers.

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  • Phong Profile Picture
    Phong 15 on at
    RE: Transfer Orders - Worker Report

    as you can see, not every TO have a worker name on that, so how can you tracking TO report who create & recieve transfer order

  • Suggested answer
    Phong Profile Picture
    Phong 15 on at
    RE: Transfer Orders - Worker Report

    HI , i have one issue, when i go to Transfer order history .
    I see not every Woker column have the name on that, Can u help undestand why ? ( Just only on T.O style "shipment" have Worker name, sometime also dont have )

    Because i want to tracking on all the T.O who create & who recieve . 

    Pls help me know how to set up default worker is the account who is log in & create or recevie TO

    screenshot_5F00_1621780607.pngscreenshot_5F00_1621780490.png

  • Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: Transfer Orders - Worker Report

    Inventory management > inquiries..

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: Transfer Orders - Worker Report

    Hi...When transfer order history form is opened from Transfer order form, then it only show you data related to that transfer. Open the form from Inventory management > periodic and you will see all transfer orders and workers.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Transfer Orders - Worker Report

    Hi, 

    In one of my demo systems I can see multiple transfer orders in the history form. 

    transord.png

    And I can export the header information into Excel. 

    Is this what you need or do you also need line information?

    If you also need line information you can make use of the transfer overview SSRS report that is available in the reporting section. 

    Yet, this report does not include the worker information and would thus require some modifications. 

    Best regards, 

    Ludwig

  • AshleyBeijer Profile Picture
    AshleyBeijer 15 on at
    RE: Transfer Orders - Worker Report

    Hi Ludwig,

    Thanks for the response.

    I have found where this can be done. Yes you're right that is the best way to solve this problem.

    Once again thanks for the response.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Transfer Orders - Worker Report

    Hello Ashley Beijer,

    Can you create your report based on the data that you export from the transfer order history form?

    It would be an Excel based report that you have to design yourself.

    Yet, once the data are available in Excel you can make use of the Excel functionalities and create e.g. a Pivot table out of the exported data?

    Wouldn't that be an easy and cost effective way to achieve that?

    Best regards,

    Ludwig

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