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You can use the Transfer
dialog box to transfer any number of assets
from one cost
center, location,
or person to another at any time. Note: Your system administrator must
define the cost centers, locations, and people used by your organization.
To transfer assets:
- Open the Transfer dialog box.
- In the From group box, you search for assets to be transferred. Specify search criteria
in one or more of the following boxes:
- Cost Center. Type the name of the assets' current cost center. If you
do not know the cost center's name, choose the browse button to open the Organization
window, and select the current cost center from the Organization Hierarchy list.
- Location. Type the name of the assets' current location. If you do not
know the location's name, choose the browse button to open the Location window, and select
the current location from the Location Hierarchy list.
- Person. Type the name of the person who is currently associated with
the asset. If you do not know the person's name, choose the browse button to open the
People dialog box, and select the currently associated person. (For more instructions on
using the People dialog box, see Browsing
People.)
- Choose Find.
Result: If any assets match your search criteria, they appear in the
asset list in the From group box. In step 5, you will select one or more of these assets
to transfer.
- In the To group box, you specify the new cost center, location, and/or person to which
the assets will be transferred. Specify one or more of the following:
- Cost Center. If you want to transfer the assets to a different cost
center, type its name. If you do not know the cost center's name, choose the browse button
to open the Organization window, and select a new cost center from the Organization
Hierarchy list.
- Location. If you want to transfer the assets to a different location,
type its name. If you do not know the location's name, choose the browse button to open
the Location window, and select a new location from the Location Hierarchy list.
- Person. If you want to transfer the assets to a different person, type
his or her name. If you do not know the person's name, choose the browse button to open
the People dialog box, and select a new person. (For more instructions on using the People
dialog box, see Browsing People.)
- In the asset list in the From group box, use the selection buttons to select one or more
assets to transfer, as follows:
- >>All. Choose this tool to move all the assets from the From
group to the To group. This will transfer all the assets.
- >>. If you want to transfer assets individually, select an asset
in the From group, then choose the >> tool to move the asset to the To group. Repeat
this procedure for each asset you want to move to the To group.
- <<. If you move an asset from the From group to the To group,
then change your mind, select the asset and choose the << button to move it back.
Repeat this procedure for each asset you want to return to the From group.
- <<All. Choose this tool if you decide you want to return all the
assets in the To group to the From group.
- If you want to transfer additional assets that were not found in your search, go to step
7. If you are ready to transfer the selected assets now, skip to step 11.
- Choose Include.
Result: The Quick Find Assets dialog box appears.
- In the Quick Find Assets dialog box, search for additional assets. (For detailed
instructions, see Finding Assets
with Quick Find.)
Result: If any assets match your search criteria, they appear in the
Assets table.
- In the Assets table, select an asset, then choose Select.
Result: The Transfer dialog box appears, with the additional asset listed
in the To group.
- Repeat steps 7 - 9 for each additional asset you want to include.
- Choose OK.
Result: The assets are transferred.
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