Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Manage Asset Transfer Information Screen

Use the fields and options to configure the Manage Asset Transfer Information screen.

Identification

Use the fields in this block to enter the asset and item number of the established property record for which you wish to enter new transfer data or review historical transfer data.

Field Description
Asset No

For a new transfer record, enter, or click to select, the asset number in this field, for which you want to record or view new transfer data. Because this entry is validated, you must first have added the record on the Manage Asset Master Information screen.

To make edits to an existing transfer record, click (or the Query button) to select the desired record.

Item No

For a new transfer record, enter, click to select, the item number(s) associated with the asset numbers for which you want to record or view new transfer data. Because this entry is validated, you must first have added the record on the Manage Asset Master Information screen

To make edits to an existing transfer record, click to select the desired record.

Short Desc

This field is not available for user entry.

The system automatically displays the (optional) short description from the Asset Master record, as applicable, from the Manage Asset Master Information screen in this field.

You may alternately have made edits to the short description on the Manage Asset Description Information screen and/or on the Manage Asset Master Global Changes screen, subject to security and configuration constraints. If you did not establish a short description for this record, this field is blank.

Table Window

Use the fields in this table window to enter, edit, or view transfer data on a record-by-record basis.

Field Description
Date

Enter, or click to select, the date associated with the transfer record in this field.

You can enter multiple rows of data associated with the same date because the system records a line sequence number "behind-the-scenes" for each row.

Transfer1 (or your label)

If you designate a label for the first field in the Transfer Labels group box of the Manage Tracking Field Labels screen, your label description displays.

It is not a system requirement that you establish a label for this field. If you did not set up a label for this field, the system automatically displays Transfer1 as the label for this column in the table window.

This user-defined field can be used independently from each of the other seven user-defined transfer data fields.

For new records, enter an alphanumeric value in this field.

For existing records, you can edit data that displays in this field, delete existing data, or add new data to a blank field.

Transfer2 (or your label)  to Transfer8 (or your label)

Please refer to the documentation for the Transfer1 (or your label) field.