TipThe Between Departments tab lets you reassign the department of the assets while maintaining all the historical information of the asset.
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Note: · If an asset record is associated with child records, the child records are not displayed on the data grid for the selected department. Changing the department of the parent asset automatically updates the department of all child records to match the parent record unless the parent-child relationship is terminated prior to performing the reassignment. · If the department of child asset is different from the department of parent asset, you can assign the child asset to the department of parent asset or keep the department of child asset unchanged. · Before reassignment, you must close all the open work orders of the asset and post all fuel transactions of the asset in the current department. The new fuel transactions of the asset will be assigned to the new department and will be billed accordingly. |
Tip
To view the Between Departments tab, click the Between Departments link.
1. Click the Assets module.
2. In the Actions section, click Reassign Assets.
The Between Departments tab is displayed.
3. In the Select the Department that has current ownership list, select the existing department of the assets.
4. In the Select the Department that will receive new ownership list, select the department to which you want to reassign the assets.
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Note: You can enter the following optional fields: · In the Approval Reference and the Comment boxes, type the name or the number of the approval reference and the comment regarding the reassignment, respectively. |
5. Click Next.
All assets belonging to the department that has current ownership other than those having Closed status is displayed.
6. Select the check box next to the assets that you want to transfer.
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Note: To browse through the results, use the arrows in the lower part of the result grid. You can also specify whether to display the entire result or display more results per page at a time. |
7. Click Reassign.
The Reassignment between departments was successful message and the new reassignment details are displayed.
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Note: · If there are open work orders associated with any of the assets you are reassigning, the Input Needed dialog box opens asking you to select the billing department. · You can click the Return to Reassign Between Departments link to return to the Between Departments tab and reassign another asset. |
