Costpoint Help

Transfer Records

Use the screens in the Transfer Records application group to manage or create Asset Transfer Information and Asset Transfer Transactions, and to print Asset Transfer Information reports.


Related Topics:

Manage Asset Transfer Information

Use this optional screen to enter new transfer data and to view previously-entered transfer history for any property record.

Create Asset Transfer Transactions

You can manually enter transfer data on a record-by-record basis on the Manage Asset Transfer Information screen. If you have a large number of property records for which transfer data must be periodically maintained, however, manual entry can prove time-consuming and tedious.

Manage Asset Transfer Transactions

Data displays on this screen as a result of creating template data and running the process from the Create Asset Transfer Transactions screen and/or from making manual additions or edits on this screen.

Create Asset Transfer Information

Use this screen to make a final selection by asset/item number from among the data on the Manage Asset Transfer Transactions screen and to initiate the final process that populates the individual transfer records with this data.

Print Asset Transfer Information Report

Use this screen to print transfer record data from the Manage Asset Transfer Information screen.


Parent Topic:

Fixed Assets