Use Transfer/Split Processing to transfer an asset item from one
project to another.
When you "transfer" an asset item, you are changing the
project that is assigned to the asset item on the General tab in the
Equipment hub.
To transfer an asset item:
-
On the Navigation menu, click
.
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In the
Asset field on the Transfer/Split Processing form, use the
Equipment lookup to select the asset item to transfer.
You can select only an asset item with an active status. Be sure that the
Inactive Assets check box on the
Equipment lookup is cleared, or no asset items will display on the dialog box.
After you select an asset item, the Existing
Project section on the form prefills with the
project,
phase, and
task that are currently entered for the asset on the General tab in the
Equipment hub.
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In the
Action field, select
Transfer.
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In the
Transaction Date field, enter the date for the journal entry posting for the transfer.
-
If you use diaries, select one in the
Diary field.
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In the Transfer to grid, click
Insert on the toolbar.
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In the blank row inserted in the grid, use the lookup in the
New
Project field to select a
project to transfer the asset item to.
-
If you use
phases and
tasks, use the lookup in the
Phase and
Task fields to enter them.
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On the toolbar of the Transfer/Split Processing form, click
Run.
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In response to the confirmation message, click
Yes.
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On the dialog box that identifies the number of transfer entries posted and the posting sequence number, click
OK.
The posting sequence number referenced here will help you identify the journal entry posting log for the transfer. You can view the journal entry posting log that is created for the transfer in
.
After you transfer the asset item, the new
project for it displays in the
Project field on the General tab in the
Equipment hub.