I want to move an asset to another property

With our “transfer wizard” tool users now can move assets from one property to another within a MAT. This transfer process looks at Asset Types, Location, Selected User, quantity, and Department. (If depreciation has been set up at the original property, then it is also considered and the NBV at the time of the transfer is taken as the purchase cost at the receiving property). Please note that the asset is disposed of at the original site.

Please navigate to Assets – Assets – All Assets from the left hand side navigation bar. You will now see a table showing all your asset items at this property. Find the asset or assets in question and tick the empty box to the far right of their row.

At the top right of the table, select “Transfer Assets” from the drop-down option. You will now be taken to the transfer tool.

The first screen is titled “Assets to Transfer” and will ask the user to review the selected assets in the table below and once confirmed please select “Next”

The second screen is titled “Property Selection” and will ask the user to select the property in which the asset or assets are transferring to.

The third screen “Asset Type and Location” will ask the user to confirm what Type and Location this asset will be placed under at the new property and also if the asset will be assigned to any specific User.

The fourth screen “Asset Details” will ask the user to enter the new Asset ID and Department.

The fifth and final screen “Transfer Summary” is for the user to review the changes and click “Finish” to action.