Windows Mobile/CE Move

The Move Asset function is used to relocate an asset from one location to another.

 

Steps to Move Asset

Tap on the Transactions > Move.

The Move screen will appear.  

To Location Tab or To Group Tab

Location Tab

• Enter the To Site. The Site can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to the Search Sites screen where you can search and add the Site.
• Enter the To Location. The location can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to Search Location screen where you can search and add the location. You can also add a new location by clicking on the '+' symbol on the Search Locations screen. Refer New Location.

Group Tab

• Enter the To Group. The Group can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to Search Group Assets screen where you can search and add the Group.

 

Asset Details

Enter the Asset Tag or search for the asset in the search asset screen that you want to move. The Asset tag can be a fixed asset, multi-quantity asset or a Group/Asset in a Group.

• If the selected 'Asset' is in a group i.e. a child asset and "Transact as Whole" feature is enabled for the Group
• The asset tag field will automatically select the group (i.e. the parent) containing this asset. The Group Widget (dropdown button) will appear in the asset tag field and it will display the parent and the child asset. The View Group button will display all the grouped assets. Note that you can also select the child asset using the group widget. Example: Consider that HP Charger is a child asset for HP Laptop and Transact as Whole is enabled for HP Laptop. On selecting HP Charger, the asset tag will automatically select HP Laptop.  Using the group widget, you can also select HP Charger.       

• If the selected 'Asset' is in a group i.e. a child asset and "Transact as Whole" feature is disabled for the Group
• The asset tag field will display the selected asset. The Group Tag field under Group tab will display the group name (i.e. the parent asset). Example - Consider that Flip Case is a child asset of Mobile. If you select Flip Case, since Transact As Whole is disabled for the Group (i.e. Mobile) containing Flip Case, the Asset Tag will display Flip Case and From Group will display Mobile.  

• If the selected asset is a 'Group (parent asset)'  and "Transact as Whole" feature is enabled for a group
• The asset tag field will select the whole group i.e. all the sub-items will be moved by default. The View Group button will display the grouped assets.

Example: Consider that there are 3 groups - Container 1, Container 2, Container 3. Container 1 and Container 2 are Transact as whole.

If you select Container 1, the parent group i.e. Container 2 with transact as whole feature enabled will get selected. Note that you can also select Container 1 using the group widget.

• If the selected asset is a 'Group (parent asset)' and "Transact as Whole" feature is disabled for a group
• The asset tag field will select the whole group. The View Group button will display the grouped assets.

Example: Consider that there are 3 groups - Container 1, Container 2, Container 3. Container 1 and Container 2 are Transact as whole. Container 3 is not transact as whole. So on selecting container 3, whole group gets selected. You can also select Container 3 with no sub-items. The View Group button will display the grouped assets.

 

From Location Tab or From Group Tab

Location Tab

• Enter the From Site. The Site can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to the Search Sites screen where you can search and add the Site.
• Enter the From Location. The location can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to the Search Location screen where you can search and add the location. You can also add a new location.

Group Tab

• Enter the From Group. The Group can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to the Search Group Assets screen where you can search and add the Group.

Note - On choosing Fixed Asset - Asset Tag - Asset Type, Asset Description, From Site, From Location, Quantity will appear automatically.

Enter the Quantity to be moved. This will appear for multi-quantity asset.

Enter Notes if any.

 

Tap on the green tick (Move) button.