Transferring Assets


Overview

Task

Included with

Tivoli Asset Management


Overview

About transferring assets

By using the Transfer feature of Tivoli Asset Management, you can transfer assets in bulk. This capability is helpful if a group of assets must be moved from one cost center, location, or person to another. No other asset-related information is changed by the transfer. By transferring a group of assets at the same time, you avoid the need to edit each asset individually to indicate the transfer.

Transfer dialog box

The Transfer dialog box enables you to search for one or more assets that are associated with a given cost center, location, person, or any combination of the three. You then can select any or all of the resulting assets, and transfer them to a new cost center, location, person, or any combination.

To access the Transfer dialog box, do one of the following:

  • If you are using the Asset Management User profile, from the Asset menu, choose Transfer.
  • From the Help menu, choose Your System Profile and follow the instructions under Asset Transfer.

Task

Transferring assets

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:

  1. Open the Transfer dialog box.
  2. 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.)
  3. 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.
  4. 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.)
  5. 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.
  6. 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.
  7. Choose Include.
    Result: The Quick Find Assets dialog box appears.
  8. 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.
  9. 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.
  10. Repeat steps 7 - 9 for each additional asset you want to include.
  11. Choose OK.
    Result: The assets are transferred.