Transferring equipment

To transfer equipment:

  1. Select Equipment > Assets.
    Select Equipment > Positions.

    Select Equipment > Systems.

  2. Select the equipment record to transfer, and then click the Record View tab.
  3. Right-click, and then select Transfer Equipment. The system automatically populates the Equipment Details and the Current Org. Details.
  4. Specify this information:
    Organization
    Specify the organization to which to transfer the equipment. The system enables Status and automatically populates Department, Part, Cost Code, and Manufacturer if the information defined on the equipment record is valid within the new Organization.
    Status
    Select the equipment record’s status.
    Department
    Specify the equipment record’s department.
    Part
    Specify the equipment record’s part number.
    Cost Code
    Specify the equipment record’s cost code.
    Manufacturer
    Specify the manufacturer of the equipment.
  5. Click Transfer.