Reassigning Issued Inventory
- 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. This information will be used to filter the Issued Inventory.
- 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 Print after saving? to print transaction receipts for the two transactions to be created.
- 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 transaction.
See also:
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