Move Asset

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Move Asset

The Move Asset function is used to relocate an Asset from one location to another.

Note for Mobile Device Users:  Move Asset can also be done on a Windows Mobile/CE mobile device.
 

1.To access this function, from the Main screen select Asset Management > Move.  The Move screen shown below appears.

 

You can also access this function from the Asset List by highlighting an asset and clicking the Move button on the toolbar, or just clicking the Move button on the toolbar. For more information on using the List screens, click here.

 

MoveAssetForm
 

2.The Move screen offers two modes of Asset selection - Filter and Custom Filter:

 

Filter is the default selection mode, allowing you to select the Assets you want to Move by specifying any combination of values for the four filter criteria: Asset Tag, Location, Department and Purchase Order.  

 

Note: Pinning can be used with Move transactions. Pinning allows you to "lock" the information entered into a field.  This is convenient if, for example, you are entering multiple new assets for a particular site and location.  You can enter the site and location once, then pin them.  The fields will retain the information you entered through each new entry until you unpin them.  In the example screen shown below, values are entered in the Site, Location and Department Code fields.  These three fields were Pinned by clicking on their PushPin-Off pushpins, causing them to look like PushPin-On this.  Click the PushPin-On pushpin again to unlock the field for entry of a different value.

 

Custom Filter may be selected instead of Filter.  This makes use of the Simple Find or Advanced Find forms to select the Assets you want to Move.
 

3.The assets matching your criteria will appear in the grid.  You can manually limit the list of Assets further by highlighting only those assets in the list you want to move.  To multi-select, hold down the CTRL key while clicking on assets with your mouse.

 

The Select All button can be used to highlight all the records found by your choice of filter criteria. De-Select All can be used to clear any selections previously made.  

The Detail button will open the Edit Asset screen for the highlighted record, to view or modify the Asset record prior to moving it.  If more than one record is selected, the Detail button will be disabled.

 

The Notes button allows you to enter Notes on the record.
 

4.After you have selected the assets you want to move, you need to select the To Location. Notice that the items listed in the To Location drop down list consist of both a Site and a Location at that Site.  Select a recently used To Location from the drop down, select <More> to select a location from the Location List, or <New> to enter a new Location.

 

In the example below, Assets were filtered only by Location, then only the last two Assets listed at that Location were highlighted for the Move to the specified To Location.  

 

5.Click the Move button when you are ready to move the selected assets to the new location..  

 

Click Close when you are ready to exit the Move function.