Transferring equipment between organizations

Transfer equipment between organizations within your company if you use multi-organization security.

You can only transfer equipment records with a system Status of Installed. You cannot transfer equipment records with any other Status. In addition, you cannot transfer any equipment record that meets the following criteria:

It is flagged as Out of Service.
It is associated with a change notice.
It has work orders with a system Status of Work Request or Released.
It has work orders with a system Status of Bypassed or Awaiting Execution and for which there are open purchase orders, purchase requisitions, or items being held in store.
It has a parent record within an equipment hierarchy.
It has a child record that has a second parent record.
It has a child record that belongs to a different organization.
It has non-superseded PM work orders and PM Revision Control is On.
It has a child equipment record that already exists in the new organization.
It already exists in the new organization, but its children do not.
It already exists in the new organization with a system Status of Awaiting Purchase, Installed, or In Store.

Note: You can transfer an equipment record that has child records in an equipment hierarchy; however, the child equipment records must meet the same criteria as noted above.