Asset Transfer Business Rules

Assets display history information from all segments to which the user has access.

User must have access to both the source and target segment.

Only users with administrative permission to Asset Edit will be allowed to access the wizard.

The utility allows the asset segment to be changed.

Asset Number, Description, Site, Building, Location, and Location Description might also be changed as a part of an asset transfer.

In order to move an asset, any required codes unavailable in the destination segment must be replaced with codes available in the destination segment.

Asset code fields whose values are not available in the destination segment will be cleared.

Only contacts, components, and parts available in the destination segment will be retained.

Unless the destination segment is the shared segment, the asset will be removed from non-shared groups and contracts.

The asset risk will no longer be determined by risk strategies which are not available in the destination segment.

Lookup values for manufacturer, model, warranty companies, resource requesters, and requesters unavailable in the destination segment will be removed.

Asset downtimes, time charges, material issues, and non-Active work orders and PM Schedules will remain in the segment where they were created.

Active PM schedules can be chosen to be copied to the new segment and unscheduled in the original segment.

• If required codes are unavailable in the destination segment replacement codes will need to be indicated before the asset move is begun.

• If non-required codes are unavailable in the destination segment these codes will be cleared.

• If PM procedures or assignments are unavailable in the destination segment these will not be available on the new work orders.

Active work orders can be chosen to be copied to the new segment and set to CLOSE – NOCHG in the original segment.

• If required codes are unavailable in the destination segment, replacement codes will need to be indicated before the asset move is begun.

• If non-required codes are unavailable in the destination segment, these codes will be cleared.

• If work order procedures or assignments are unavailable in the destination segment, these will not be available on the new work orders.

• If the Site, Building, and Location codes of the original work order match those on the asset prior to move, then the copied work order will use the location information entered for the asset after move.

If there are multiple assets on the PM or work order, the Asset being moved will simply be removed from the PM or work order.

Any existing PMs for the asset found in the destination segment can be reactivated.

The asset risk will no longer be determined by risk strategies which are not available in the destination segment.

• If the asset risk manager is turned on in the destination segment, it will check for a risk strategy for the category/sub category.

  • If found, then it calculates the risk number.

  • If not found. it clears the risk number.

• If the asset risk manager is turned off, it will check for a risk number associated with the sub category.

  • If found, the risk number will be updated to the sub category's risk number.

  • If not found, then it will keep the risk number the same.

Asset components can be automatically transferred to the target segment if they pass validation of the following options. Asset components and/or subsequent work orders/PM schedules that do not pass validation will not be passed to the target segment.

• PM schedules have three mutually exclusive choices:

  • Reactivate unscheduled PMs and copy PM schedules if none exist in the target segment.

  • Only copy active PM schedules.

  • Only reactivate PM schedules.

• Active work orders on asset components can be copied or not copied.

• Site, Building, and Location codes can be copied to all asset components.

Active child work orders will be copied to the target segment, if they pass strict validation, and are set to CLOSE/NOCHG in the original segment.

• If required codes are unavailable in the destination segment, the child work order will not be copied to the target segment.

• Copied child work orders will be added to the copied parent work order in the target segment.