CREATE ASSET TRANSFER INFORMATION

Use this screen to make a final selection by asset/item number from among the data on the Manage Asset Transfer Transactions screen and to initiate the final process that populates the individual transfer records with this data.

You can populate the fields on the Manage Asset Transfer Information screen as a result of using these methodologies:

Select the range of records, create the template data, and run the process from this screen, by which the system writes the template data to the Manage Asset Transfer Transactions screen, based on your selection parameters. This intermediate step provides you with the opportunity to review the data and make any necessary edits before the system writes the final data to the Manage Asset Transfer Information screen for the selected records.

Once you have run the process from this screen, the system deletes all the data from the Manage Asset Transfer Transactions screen.

You can also manually edit transfer records on the Manage Asset Transfer Information screen that have been populated by means of the process on this screen, as desired.

The process run from 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 run the process on this screen for each company only by using the separate company login for each.

You can run the process on this screen only for your login company. If you have multiple companies, you cannot run the process from this screen for any company other than your company of login.

This screen contains two sections, as follows:

After you run the process from this screen, the data will automatically display on the Manage Asset Transfer Information screen, where it can again be edited or deleted as desired.

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 label for the first column, will display as the label names for the template section of this screen, as well as on the Manage Asset Transfer Information and Manage Asset Transfer Transactions screens 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.

Other tracking functions, such as maintenance and transfers, are also available within Costpoint Fixed Assets. Note that you can use each function independently, and there is no system requirement that you add transfer, maintenance, and/or transfer data in a specified sequence.

You should run the process from this screen at any time after you have finalized and saved the data on the Manage Asset Transfer Transactions screen.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this group box to specify the asset/item numbers for which to move the associated data from the Manage Asset Transfer Transactions screen to the Manage Asset Transfer Information screen when you run the process from this screen.

Asset/Item Numbers

Option

Select the asset/item number(s) for which to apply the process on this screen.

The following options are available:

Start

Enter, or click to select, the starting asset/item number, as applicable.

End

Enter, or click to select, the ending asset/item number, as applicable.

Process Asset Transfer Transactions

Click to initiate the process from this screen, which moves the associated data from the Manage Asset Transfer Transactions screen to the Manage Asset Transfer Information screen.