Reassigning Issued Inventory
Updated
by
Cheryl Wallace
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.
- Click Transactions in the left side menu bar then click Reassign Assets.
- Select the Stocking Point and enter any Notes to apply to both return and issue transactions.
- Enter the information for the return in the Return From section.
- Select the Entity, Transaction Type, and Return Status.
- Enter a Reference to apply only to the return transaction, if required.
- Select the Job, Sub Job, and optionally the Cost Code for the return if applicable.
You can target what is issued to the entity for a specific job, sub job, and cost code by selecting the references then clicking
to toggle on the filtering so that it appears as 
. Only issues matching the filter will be displayed in the Issued Items list.- Enter a Work Order No if needed.
- Enter the information for the issue in the Issue To section.
- Select the Entity and Transaction Type.
- Enter a Reference to apply only to the issue transaction, if required.
- Select the Job, Sub Job, and optionally the Cost Code for the issue if applicable.
- Enter a Work Order No if needed.
- Select the options to generate transaction receipts.
- Toggle Print after saving? on or off if required to print transaction receipts for the two transactions to be created.
- Toggle Email after saving? on or off if required to email the transaction receipts to the entity.
- Select the inventory to be reassigned.
- Click Issued Inventory at the bottom of the Return From section to show a list of eligible items that can be reassigned in a popup window.
- Select the item(s) to be reassigned by clicking on the box next to the item(s) or click the box in the column header to select all items. Click OK.
- Click
to process the two transactions.
See also:
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