Mass-transfer fixed assets

You can transfer fixed assets by using the Transfer assets (FA507000) window.

  1. Go to the Transfer assets (FA507000) window.
  2. In the Transfer date field, select the date when you want to make the transfer.
  3. In the Transfer period field, select the effective financial period of the transaction.
  4. Optional: In the Reason field, specify the reason for the transfer.
  5. In the Transfer from section, specify the selection criteria for the assets you may want to transfer:
    1. In the Department field, select the department from which you want to transfer assets.
    2. Optional: In the Asset class field, select the asset class of the assets to be transferred.
    To transfer the assets only from one branch to another, leave the Department field blank.
  6. In the To section, specify the location to which you want to transfer assets:
    1. In the Department field, specify the destination department.
    2. Optional: In the Asset class field, select the asset class from the list of classes specified in the destination department that will be assigned to the transferred assets.
    To transfer the assets only from one branch to another, leave the Department field blank.
  7. In the table, select the check box for each asset you want to transfer.
  8. Click Process.

    This opens the Transfer transactions (FA642000) report, which displays the transfer transactions for the selected assets.

  9. Release the resulting transactions by following your company's workflow.
    For more information, see: Release a fixed asset transaction