Transferring equipment

To transfer equipment:

  1. Open the Assets,Systems, or Positions form.
  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. Organization—Enter 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.
  5. Status—Select the equipment record’s status.
  6. Department—Enter the equipment record’s department.
  7. Part—Enter the equipment record’s part number.
  8. Cost Code—Enter the equipment record’s cost code.
  9. Manufacturer—Enter the manufacturer of the equipment.
  10. Click Transfer.