Knowledge Base

Asset Movement

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  • February 7, 2024

Asset Movement

The Asset Movement feature lets you do the following:

  • Move an asset from one location to another location (Transfer)
  • Move an asset from one location to an employee (Issue)
  • Move an asset from one employee to another employee (Issue)
  • Move an asset from an employee to a location (Receipt)

To access the Asset Movement list, go to:

Home > Assets > Assets > Asset Movement

How to create an Asset Movement

  1. Go to the Asset Movement list, click on New.
  2. Select the Purpose from TransferIssue or Receipt. Mandatory fields will be changed based on purpose.
  3. Select a date.
  4. Select Assets you want to move. Current Location / Custodian will be automatically fetched.
  5. Select Reference Document Type (Optional).
  6. Select Reference Document Name (Optional).
  7. Save.
  8. Submit.

For efficient asset movement involving multiple assets, it’s recommended to navigate to the Asset List, select the assets slated for movement, and then utilize the “Make Asset Movement” option found in the Actions menu located at the top left corner.

Alternatively, you can opt for the “Transfer Asset” feature accessible via the Manage dropdown situated at the top right corner of the Asset form. This option conveniently populates relevant fields from the Asset Form, streamlining the asset transfer process.