Asset Transfer - WebTMA 5

Path: Organization > Asset > Transfers

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

A Search button on the window filters your search. Complete the current location information, and click the Search button to list all items at that location and/or department. To clear the results grid, click the Reset button.

Inactive asset records cannot be transferred.

If child records are associated with the asset, a message window prompts you, "Do you want to include child items in transfer?" In most cases, WebTMA recommends that child items also be transferred.

How to Transfer Assets

Path: Organization > Asset > Transfers

  1. Open the Asset Transfers window.
  2. Click Add on the WebTMA toolbar.
  3. Type or select the Technician ID.
  4. Type the Location ID in the Current Location. This is the area you want to transfer from. With the addition of the ID, the other fields of this section populate automatically.
  5. Click the Search button to list all assets 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 for the New Location. If you don't know the ID, click the down arrows in the Facility, Building, and Area # fields and select the new locations. With these additions, the other fields are completed.
  8. Click Save on the WebTMA toolbar to save the transfer.

When the window refreshes, the new assignment is shown.

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