Understand Transfer List filters

Use the Transfer List quick filters to efficiently narrow down and analyze inventory transfer records by applying targeted criteria to the information. This helps users quickly isolate specific transactions—such as all transfers of high-grade raw materials from a particular location within the last week.

Quick filters are pre-configured filtering tools that help refine the transfer list displayed in the use case details. The are located above the transfer list and include:

• State filter: Enables users to filter inventory items based on their current condition (e.g., GOODSTATE, BADSTATE, NORMAL). This helps focus on items that are in usable or critical states.

• Grade filter: Enables users to filter items by quality classification (e.g., GOODGRADE, BADGRADE, ACCEPTABLE). This is useful for identifying high-quality or rejected materials.

• Item Class filter: Enables users to filter inventory by type or classification (e.g., Raw Material, Finished Goods, Semi-Finished Goods, IM Module items). This helps users focus on specific categories of inventory relevant to their tasks.

• Location filter: Enables users to filter inventory based on the physical or logical location.

• Date filter: Enables users to specify a time range and view only the inventory transfer history within a specific time interval.

• Column-based filters: Enables users to filter of items by attributes such as item description, lot number, or location.

Apply state filter

In the Quick Filter dropdown, select the inventory item state of interest.

The inventory list updates to show inventory items matching the selected state.

Apply grade filter

In the Quick Filter dropdown, select the inventory item grade of interest.

The inventory list updates to show inventory items matching the selected grade.

Apply item class filter

In the Quick Filter dropdown, select the inventory item class of interest.

The inventory list updates to show inventory items matching the selected class.

Apply location filter

In the Quick Filter dropdown, select the inventory location of interest.

The inventory list updates to show inventory items matching the selected location.

Apply date filter

Choose a predefined time range or select Custom.

If using Custom, enter the desired start and end date and time. Confirm the selection to apply the filter.

The transfer list updates to show only items that have an actual start and end time within the selected interval.

Apply column-based filters

Select specific columns headers to filter the transfer list based on the column contents.

The transfer list updates to show only items matching the selected filter value.

Combine filters

Use multiple filters to narrow down the inventory list even further. For example, view all transfers of GOODGRADE raw materials from Warehouse A to Production Line 3 that occurred in the last 7 days by selecting the following filters:

• Grade filter: Select GOODGRADE to show only high-quality inventory items.

• Item class filter: Select Raw Material to show only base materials.

• From location: Select Warehouse A to show only material transferred from that location.

• To location: Select Production Line 3 to show only material transferred to that location.

• Date filter: Select Last 7 days to show only material transfers during the last 7 day interval.