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Reassign Assets dialog (Inventory module)

Occasionally, you may need to move assets from one business activity, situs, or association to another. Use the
Reassign Assets
 window to select assets to reassign to a different business activity, situs, or association without reentering asset data.
To open this window, in the
Fixed Assets Inventory
 module, select
Edit
, then
Reassign Assets
.

Fields & buttons

Lists all assets that are available for selection.
  • Activity
    : Select an activity from the dropdown list for the
    Activity
     field.
  • Situs
    : Select a situs from the
    Situs
     dropdown list to list only those assets that are assigned to a specific situs.
  • Inventory Status
    : Select an inventory status from the
    Inv Status
     dropdown list.
  • Review Status
    : Select a review status from the
    Reviewed
     dropdown list.
  • Association Value
    : Use the
    Association Value
     fields to customize the asset list according to group, location, property type, division, or any custom association that maintains a list.
You can change the columns that are displayed here using the checkboxes in the Focus group box.
Lists the assets you have selected.
Focus group box
Use this field to limit the assets that are available for selection to those that are contained in a specific activity folder. Or, to display all assets in all activities, select
(All Activities)
 from the dropdown list.
To display only those assets that are assigned to a specific situs, select the situs from the dropdown list.
  • To have all assets for all situses available for selection, select
    All States
     from the dropdown list.
  • To have all assets that are not assigned to any situs available for selection, select
    No States
     from the dropdown list.
To display only those assets that are assigned to a specific inventory status, select that status from the dropdown list. Or, to have all assets available for selection regardless of inventory status, select
(All Status)
 from the dropdown list.
To display only assets that have been reviewed or only assets that have
not
 been reviewed, select the review status from the dropdown list. Or, to have all assets available for selection regardless of review status, select
(All Review)
 from the dropdown list.
Use the
Display
 checkboxes and
Association Value
 fields to determine which columns appear in the Assets available to reassign pane.
Display checkboxes
Use the checkboxes next to the association titles to determine which columns are displayed in the Assets available to reassign pane. Note that marking and clearing these checkboxes doesn’t affect the assets that are available for selection.
Association Value fields
A field appears here for each association that maintains a list. Use these fields to limit the assets that are available in the Assets available to reassign pane.
  • To include all assets that are assigned to a particular association, select
    (All [association])
     from the dropdown list.
  • To include only assets that are assigned to a particular association value, select that value from the dropdown list.
To include all assets that haven’t been assigned to a particular association, select
(No [association] association)
 from the dropdown list. For example, if you want to include in the list all assets that are not assigned to a location, select
(No Location association)
 from the dropdown list.
Reassign to group box
Select the category (activity, situs, or association) to which you want to reassign the selected assets.
Select the association value to which you will reassign the selected assets.
  • When Activity is selected as the category, you can select all single-unit activities and multiple-unit activities that are set up for the client.
  • When an association is selected as the category, you can select any item set up for that association, or you can select no association.
  • When Situs is selected as the category, you can select any situs from the dropdown list. However, if you reassign an asset to a situs that hasn't been added to the client via
    Setup
    , then
    Situses
    , you'll need to add the situs treatment to the client after the inventory is finalized.

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