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You can transfer equipment records between branches, locations, and divisions. In additionAdditionally, you can transfer equipment inventory items to another site , and transfer move fixed assets to different accounts and locations. Finally, when When transferring equipment to a different location, you can generate a transport request can be generated.

  1. Select Transactions > Equipment > Equipment Transfer.
  2. Complete the following fields:
    • Equipment ID
      Enter an equipment ID.
    • Current
      If there are values in the Branch, Location, Operating Location, Owning Location, and Division fields, you can mark the checkboxes to enable the Transfer To column fields.
    • Transfer To
      Use the lookup fields to select the destination Branch, Location, Operating Location, Owning Location, and Division.
    • Inventory, Site ID
      If the equipment record or its attachments are linked to an inventory item, this field will be enabled. Mark the checkbox and enter a site ID to create and post an item transfer entry in Microsoft Dynamics GP. Attachments will appear as line items in the Item Transfer Entry window.
    • Fixed Assets, Account Group ID, Physical Location ID, Location ID
      If Fixed Assets is registered and the piece of equipment is linked to a fixed asset record, mark the checkbox and enter an Account Group ID, Physical Location ID, and Location ID for the fixed asset.
    • Location, Transport Request, Customer ID, Job Category ID
      If you marked the Location checkbox, the Transport Request field will be enabled. Mark the checkbox and enter a customer ID and job category ID. A transport request will be created.
  3. Select Transfer.