MANAGE ASSET TRANSFER TRANSACTIONS

Data displays on this screen as a result of creating template data and running the process from the Create Asset Transfer Transactions screen and/or from making manual additions or edits on this screen.

The data resides in this table window screen on an interim basis, where you can edit it as needed. Once your data review is complete on this screen, you can run the final process from the Create Asset Transfer Information screen, by which the system clears the transfer data from this screen and writes it to the individual asset transfer records based on your final selection parameters.

The data on this screen is company-specific and will be available for use only by your company of login. If you have set up multiple companies in Costpoint, you can enter, edit, view or use data on this screen for each company only by using the separate company login for each. You cannot view, enter, edit, or use the data from this screen for any company other than your company of login.

The system automatically displays the asset number, item number, and the asset's short description in non-editable fields in this table window screen. The related transfer data for each asset record includes a date field and eight user-defined transfer fields. Each user-defined transfer field can be used independently from each of the other seven user-defined transfer data columns.

On the Manage Tracking Field Labels screen, you can optionally define the labels for the transfer data columns, such as Counted By, Condition, and so on. Your labels, along with the Date column, will display as the column names for the table window on this screen, as well as in the template on the Manage Asset Transfer Information screen, the Create Asset Transfer Transactions screen, this screen, the Manage Asset Transfer Transactions screen, and on the Print Asset Transfer Information Report. Use this optional feature to customize the transfer data that you record for ease in recognition.

It is not a system requirement that you establish one or more labels for the table columns. If you do not choose to define labels, system default labels (for example, Transfer1, Transfer2, and so on) will display as the column names. You may find, however, that data entry and history review is more meaningful when appropriate labels display.

Although you can set up and change the labels on the Manage Tracking Field Labels screen at any time, you may find it more convenient to decide on the label names before you begin to enter data on this screen. To achieve consistency throughout your records, it is preferable for you to plan for and establish as much as possible of this setup data during your initialization procedures. Note that labels display on a "real-time" basis, in that data entered using a different label can only be retrieved with the current label displayed.

Additional transfer features have been added to the system since the original transfer functionality was created. The updated transfer capabilities are associated with the ability to capture changes made to fields in Asset Master and/or Asset Template records. The new transfer/asset change functionality can be accessed via screens from the Asset/Template Changes menu selections:

If you have used this screen in the past to manually record historical transfer (or change) data, you can use the optional Copy Transfer Data to Asset Audit Log screen to copy the transfer data from this screen to the Asset Audit Log. This will enable you to take full advantage of the new functionality and to retrieve all your "change" data from a single source in the future (via inquiry or report).

You can enter, edit, delete, or view transfer data on this screen at any time after you have established your asset records on the Manage Asset Master Information screen, created the template data and run the process from the Create Asset Transfer Transactions screen and/or made any manual additions or edits.

Even after you execute the final process from the Create Asset Transfer Information screen, you can still make manual edits to transfer data on an asset-by-asset basis on the Manage Asset Transfer Information screen.

Location

Table Window

In this table window, you can enter, edit, delete or view transfer data for asset records based on your Query selection parameters.

In most cases, the data on this screen have been system-populated from template data entered on the Create Asset Transfer Transactions screen. In some instances, however, you may have entered or edited data manually on this screen after you run the Create Asset Transfer Transactions process.

When you have entered, edited, and/or reviewed the data on this screen, you can run the process from the Create Asset Transfer Information screen, which moves data from this table into the Manage Asset Transfer Information screen on an asset-by-asset basis.

Date

Edit, or click to select, the date associated with the inventory record in this field. You can enter multiple rows of data associated with the same date, because the system records a line sequence number "behind-the-scenes."

The date you entered in the template on the Create Asset Transfer Transactions screen automatically displays as the default date for this "temporary" asset transfer record.

The date you enter in this field does not need to be unique. You can enter multiple rows of data associated with the same date because the system records a unique line sequence number "behind-the-scenes."

This field is required, so you cannot delete this data for the row. You can, however, delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Transfer Information screen when you run the final process from the Create Asset Transfer Information screen. The final process moves data from this table window into the Manage Asset Transfer Information screen on an asset-by-asset basis, and deletes the data from this screen.

Asset No

The asset number that was included in the selection parameters for the process run from the Create Asset Transfer Transactions screen automatically displays for this "temporary" asset transfer record.

To change the asset number or to enter a new row in the table window, enter, click to select, the desired asset number to be associated with the transfer record.

Because this two-part key field entry is validated, you must also enter the associated Item No and have already added the record on the Manage Asset Master Information screen.

This field is required, so you cannot delete this data for the row. You can, however, delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Transfer Information screen when you run the final process from the Create Asset Transfer Information screen. The final process moves data from this table window into the Manage Asset Transfer Information screen on an asset-by-asset basis, and deletes the data from this screen.

Item No

The item number that was included in the selection parameters for the process run from the Create Asset Transfer Transactions screen automatically displays for this "temporary" asset transfer record.

To change the item number or to enter a new row in the table window, enter, or click to select, the desired item number to be associated with the transfer record.

Because this two-part key field entry is validated, you must also enter the associated Asset No and have already added the record on the Manage Asset Master Information screen.

This field is required, so you cannot delete this data for the row. You can, however, delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Transfer Information screen when you run the final process from the Create Asset Transfer Information screen. The final process moves data from this table window into the Manage Asset Transfer Information screen on an asset-by-asset basis, and deletes the data from this screen.

Short Description

This field is not available for user entry.

The system automatically displays the (optional) short description from the Asset Master record, as applicable, from the Manage Asset Master Information screen in this field.

You may alternately have made edits to the short description on the Manage Asset Description Information screen and/or on the Manage Asset Master Global Changes screen, subject to security and configuration constraints. If you did not establish a short description for this record, this field will be blank.

Transfer1 (or your label)

If you designated a label for the first field in the Transfer Labels group box of the Manage Tracking Field Labels screen, your label description displays.

It is not a system requirement that you establish a label for this field. If you did not set up a label for this field, the system automatically displays Transfer1 as the label for this column in the table window.

The data you entered for this field in the template on the Create Asset Transfer Transactions screen automatically displays as default data for this field in this "temporary" asset transfer record.

To change the data or to enter new data for this field, enter an alphanumeric value in this field to specify the desired information to be associated with the transfer record. You can also delete the data in this field if needed, as it is neither required nor validated.

You can also choose to delete the entire row if you choose. If you delete the entire row, the data from the row will not be moved to the Manage Asset Transfer Information screen when you run the final process from the Create Asset Transfer Information screen. The final process moves data from this table window into the Manage Asset Transfer Information screen on an asset-by-asset basis, and deletes the data from this screen.

Transfer2 (or your label) to Transfer8 (or your label)

Please refer to the documentation for the Transfer1 (or your label) field.