Vehicle Transfer - WebTMA 5

Path: Organization > Vehicle > Transfers

If a vehicle is moved from one location to another, you can use the Vehicle Transfers window to change the location ID. This is an easier process than opening each vehicle record.

Records marked Inactive cannot be transferred.

A Search button on the window filters your search. Complete the location information, and click the Search button to list all matching vehicles for the location.

How to Transfer Vehicles

Path: Organization > Vehicle > Transfers

  1. Open the Vehicle Transfers window.
  2. Click Add on the WebTMA toolbar.
  3. Type or select the Technician.
  4. Type the Location ID in the Current Location section. With the addition of the ID, the other fields of this section populate automatically.
  5. Click the Search button to list all vehicles that are located at the defined site. The data can be sorted by clicking the column headings.
  6. Select the item(s) you wish to transfer from this list.
  7. Type the new Location ID in the New Location section of the window.
  8. Click Save on the WebTMA toolbar.
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