Transfers

Move an asset to another site, owner, department, cost centre, branch or company with approval and history.

Overview

Nine transfer types exist: site, location, branch, department, employee, cost centre, custodian, owner and company. Each type can require approval. Dispatch marks the asset in transit; Complete applies the new values through the audited, effective-dated update path and logs a movement. An inter-company transfer creates a linked asset in the receiving company and archives the source.

When to use transfers

• Equipment is relocated or changes owner or cost centre.

Step by step

1. 1Open TransfersIn Assets, open Lifecycle → Move → Transfers.
2. 2Create a transfer
3. 3Approve and dispatch
4. 4Complete

Lifecycle

Effective-dated changes mean an as-of query shows where the asset was on any past date.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

• assets.transfer.create
• assets.transfer.approve

Automation

• Changes on this screen are written to the asset audit trail and the asset timeline.

Related features

• Movements & Scans
• Asset Register