Transfer orders for Asset Management Transfer orders move assets between company stockrooms. The Asset Management application enables asset managers to create transfer orders for moving assets between company stockrooms. Transfer order lines allow the transfer of multiple assets on one transfer order. Actions such as shipment preparation can take place at the order level or the line level. Pre-allocated assets can be included in a transfer order line, but can only be transferred in their full quantity. A business rule prevents asset managers from transferring the same asset at the same time. Consumable assets and non-consumable assets can be transferred as follows: If an asset is consumable, it can be transferred and the quantity can be greater than one. Consumable parts are tracked by the system qualitatively. If an asset is non-consumable, it must be transferred as a single entity with a quantity of one. Non-consumable parts correspond to assets defined in the system. Transfer assets using transfer ordersThe steps below explain how to create a transfer order and move it from Draft status to Received.Create a transfer order for Asset ManagementTo create a transfer order, navigate to Inventory Management > Transfer Orders.Create a transfer order lineTransfer order lines specify the exact items that comprise a transfer order.Move an asset through the transfer processThe transfer order itself and each individual transfer order line have a separate stage. The overall stage of the transfer order is calculated cumulatively based on the stages of the individual transfer order lines.Summary of transfer order stagesAs assets move through the transfer process, the stage of a transfer order is always based on the stages of the individual transfer order lines.Transfer order line asset trackingAs transfer order line actions are triggered, the stock information and states of any affected assets are updated. Consumables and non-consumables are tracked differently.Delete a transfer orderUsers with the inventory_user role can delete transfer orders.Delete a transfer order lineUsers with the inventory_user role can delete transfer order lines.Return items received in a transfer orderIf a transfer order is received, but there is a problem with all or some of the items, do a transfer order return.Related TasksAsset Management processRelated ConceptsAsset information managementAsset classesAsset and CI managementStockroomsStock rulesSoftware Asset Management pluginRelated ReferenceAsset Management Overview moduleOrganization Management
Transfer orders for Asset Management Transfer orders move assets between company stockrooms. The Asset Management application enables asset managers to create transfer orders for moving assets between company stockrooms. Transfer order lines allow the transfer of multiple assets on one transfer order. Actions such as shipment preparation can take place at the order level or the line level. Pre-allocated assets can be included in a transfer order line, but can only be transferred in their full quantity. A business rule prevents asset managers from transferring the same asset at the same time. Consumable assets and non-consumable assets can be transferred as follows: If an asset is consumable, it can be transferred and the quantity can be greater than one. Consumable parts are tracked by the system qualitatively. If an asset is non-consumable, it must be transferred as a single entity with a quantity of one. Non-consumable parts correspond to assets defined in the system. Transfer assets using transfer ordersThe steps below explain how to create a transfer order and move it from Draft status to Received.Create a transfer order for Asset ManagementTo create a transfer order, navigate to Inventory Management > Transfer Orders.Create a transfer order lineTransfer order lines specify the exact items that comprise a transfer order.Move an asset through the transfer processThe transfer order itself and each individual transfer order line have a separate stage. The overall stage of the transfer order is calculated cumulatively based on the stages of the individual transfer order lines.Summary of transfer order stagesAs assets move through the transfer process, the stage of a transfer order is always based on the stages of the individual transfer order lines.Transfer order line asset trackingAs transfer order line actions are triggered, the stock information and states of any affected assets are updated. Consumables and non-consumables are tracked differently.Delete a transfer orderUsers with the inventory_user role can delete transfer orders.Delete a transfer order lineUsers with the inventory_user role can delete transfer order lines.Return items received in a transfer orderIf a transfer order is received, but there is a problem with all or some of the items, do a transfer order return.Related TasksAsset Management processRelated ConceptsAsset information managementAsset classesAsset and CI managementStockroomsStock rulesSoftware Asset Management pluginRelated ReferenceAsset Management Overview moduleOrganization Management
