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.

The data resides in this table window screen on an interim basis, where you can edit it as needed. Once your data review is complete on this screen, you can run the final process from the Create Asset Transfer Information screen, by which the system clears the transfer data from this screen and writes it to the individual asset transfer records based on your final selection parameters.

Note: The data on this screen is company-specific and will be available for use only by your company of login. If you have set up multiple companies in Costpoint, you can enter, edit, view or use data on this screen for each company only by using the separate company login for each. You cannot view, enter, edit, or use the data from this screen for any company other than your company of login.

The system automatically displays the asset number, item number, and the asset's short description in non-editable fields in this table window screen. The related transfer data for each asset record includes a date field and eight user-defined transfer fields. Each user-defined transfer field can be used independently from each of the other seven user-defined transfer data columns.

On the Manage Tracking Field Labels screen, you can optionally define the labels for the transfer data columns, such as Counted By, Condition, and so on. Your labels, along with the Date column, will display as the column names for the table window on this screen, as well as in the template on the Manage Asset Transfer Information screen, the Create Asset Transfer Transactions screen, this screen, the Manage Asset Transfer Transactions screen, and on the Print Asset Transfer Information Report. Use this optional feature to customize the transfer data that you record for ease in recognition.

It is not a system requirement that you establish one or more labels for the table columns. If you do not choose to define labels, system default labels (for example, Transfer1, Transfer2, and so on) will display as the column names. You may find, however, that data entry and history review is more meaningful when appropriate labels display.

Although you can set up and change the labels on the Manage Tracking Field Labels screen at any time, you may find it more convenient to decide on the label names before you begin to enter data on this screen. To achieve consistency throughout your records, it is preferable for you to plan for and establish as much as possible of this setup data during your initialization procedures. Note that labels display on a "real-time" basis, in that data entered using a different label can only be retrieved with the current label displayed.

Note: Additional transfer features have been added to the system since the original transfer functionality was created. The updated transfer capabilities are associated with the ability to capture changes made to fields in Asset Master and/or Asset Template records. The new transfer/asset change functionality can be accessed via screens from the Asset/Template Changes menu selections:

If you have used this screen in the past to manually record historical transfer (or change) data, you can use the optional Copy Transfer Data to Asset Audit Log screen to copy the transfer data from this screen to the Asset Audit Log. This will enable you to take full advantage of the new functionality and to retrieve all your "change" data from a single source in the future (via inquiry or report).

You can enter, edit, delete, or view transfer data on this screen at any time after you have established your asset records on the Manage Asset Master Information screen, created the template data and run the process from the Create Asset Transfer Transactions screen and/or made any manual additions or edits.

Even after you execute the final process from the Create Asset Transfer Information screen, you can still make manual edits to transfer data on an asset-by-asset basis on the Manage Asset Transfer Information screen.