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.
- Select Transactions > Equipment > Equipment Transfer.
- 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.
- Equipment ID
- Select Transfer.