Transfer Orders - Worker Report

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Posted on by AshleyBeijer

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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Ludwig Reinhard Microsoft Employee on at

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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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AshleyBeijer 17 on at

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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.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

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

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

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Satish Panwar 14,671 Moderator on at

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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.

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Satish Panwar 14,671 Moderator on at

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Inventory management > inquiries..

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Phong 15 on at

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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

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Phong 15 on at

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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

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