Using the Asset Move Workbench

You may need to move assets from one organization (often a different location) to another organization for different reasons, to replace a failed asset , or to borrow an asset for a particular job or project.

The Asset Move Workbench enables you to transfer an asset and its child assets from one maintenance organization to another as a single unit, and the parent child asset relationships are preserved.

This feature also enables you to move assets using the EAM user interface by minimizing the dependency on the Inventory user interface to carry out asset transfer transactions. You can perform a miscellaneous receipt of the assets within EAM, using the Asset Move page. EAM performs a miscellaneous receipt of an asset if there is no quantity available in the expense subinventory. This process does not track the quantity for the asset. These miscellaneous receipts are done at zero cost, and are placed in an expense intermediate subinventory.

The following entities will also move with the asset:

These entities do not move with the asset:

You can move assets, including any child assets, between organizations and sub-inventories only.

After you have performed the asset move, you can manually adjust the asset hierarchy using the Asset Hierarchy page or the Graphical Network Page.

arrow icon   To move assets using the Asset Move Workbench:

  1. Navigate to the Maintenance Super User Home page.

  2. Select a value from the Organization drop-down and click the Go button

  3. Click the Assets tab.

  4. Enter search criteria for the asset to be moved, and click the Go button.

  5. Select the Move Asset value in the View drop-down list, and click the Go button.

  6. Select a value from the Move Type field, Inter-Org Transfer or Sub-Inventory Transfer. This a required field.

  7. Enter the destination organization (required).

  8. Enter a destination sub-inventory.

  9. Select Yes or No in the Include Child Assets field (required).

  10. Optionally select a destination locator.

    Note: The current asset information relating to the organization, sub-inventory, and location displays.

  11. Click the Apply button.

  12. You will receive a confirmation message that the assets have been moved.