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"How Do I" run the Profit Center Summary Report |
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Profit Center Transfer Summary
Description The Profit Center Transfer Summary lists items by report group with transfer activity into and out of a selected Profit Center or Centers. This report can be used to identify the values of transferred items and the net results within each report group and Profit Center. This report displays a list of transferred items sorted by report group for each Profit Center in detail format. In summary format it will provide transfer totals by report group rolled up into a Profit Center total. Wizard Options The Profit Center Transfer Summary wizard will take you through a series of screens from which to make selections. To begin the process, you will need to select a date range of transfers to include in the report. You may enter specific dates and times or use the Relative Date feature. These dates tell FOOD-TRAK what period of time the transfers represent. In the Relative Date drop-down list, you may select Today, Yesterday, This Week, Last Week, etc. Once the date range is entered, click Next to proceed to the next selection screen. In the next selection window, you will need to select the Profit Centers to include in the report. Your options include: Include all Profit Centers This option gives you information for all Profit Centers currently set up in the working Site. Include only selected Profit Centers This option gives you the ability to select one Profit Center from the list of Profit Centers currently set up in the working Site. If you would like to see External Transfer activity reported on the Profit Center Transfer Summary, click on the box next to "Include External Transfers" option. If you do not select this option the report will contain information on Internal Transfers (transfers from one inventory location to another). Any items that were transferred from another Site will not be included in the group totals. Once your selections are made, click Next to proceed to the next selection screen. On this selection screen you will need to select the layout of your report. Your options include: Print detail only This option will provide you with a layout that includes transferred items, the quantity in and the quantity out, for each of the report groups in the Site. The report groups are then totaled separately and rolled up into a Profit Center total on the last page. Print summary only This option will provide you with a layout that includes group totals, selected Profit Center(s) totals and a Grand total. Print detail and summary This option will provide all of the above information. It will print the detail information for each Profit Center and then will provide the summary information with a grand total. Once your selection is made, click Submit. |