About Reassign Assets

Updated by Cheryl Wallace

Reassign Assets is used to move some or all the items currently issued to one entity to another entity in a single operation at one time. The system will automatically create the return and issue transactions. Specify the parameters for the return and issue transactions then select the issued items to reassign. This is useful when inventory is frequently swapped between entities and/or jobs in the field or without coming back to the tool crib.

Watch this video for a walkthrough of how to track inventory moving from one place to another without coming back through the tool crib or warehouse.

This page consists of the following fields:

Reassign Assets

Use Current Date & Time

This box is checked by default. When checked it will save the current date and time when the transaction is processed. Uncheck this option to enter a different Transaction Date and Transaction Time.

Stocking Point

Stocking location of the original issue.

Created User

Displays the user currently logged in.

Notes

Enter any notes for the transactions to be created.

Return From

Entity

The entity that currently has the item(s) to be reassigned.

Transaction Type

Choose a transaction type for the return.

Return Status

Choose a return status to apply to all items being returned. The return status cannot be overridden for individual item IDs.

Reference

Enter any reference to apply to only the return transaction.

Issue To

Entity

The entity that will be receiving the reassigned item(s).

Transaction Type

Choose a transaction type for the issue transaction to be created.

Reference

Enter any reference to apply to only the issue transaction.

Print after saving?

Check this box to print transaction receipts for the return and issue transactions when processed.

If the stocking location uses Jobs, Sub Jobs, and Cost Codes, or Work Orders those fields will allow you to chose which ones apply from a drop down list.
Attachments can be added to the return and issue transactions independently. Any attachement to a line item will be available on both return and issue transactions.
Related Reports
Transaction Activity, Transaction Receipt

See also:

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