Swapping assets

You use the Assets application to replace one asset with another asset, and to specify a location for the asset you swap out. You can swap any number of assets at once. You cannot move rotating assets from inventory locations. Use the Inventory application to issue rotating assets or to transfer rotating assets.

Before you begin

The ability to swap assets to and from another site or another organization depends upon your security authorization.

About this task

The following rules apply to swapping assets:
  • You can swap rotating assets from one organization to another only if both organizations use the same item set.
  • Every asset within a site must have a unique identifier. If the replacing asset from another site or organization has the same asset identifier as an asset in your current site, you are prompted to assign a new asset identifier for the replacing asset.

Procedure

  1. From the List tab of the Assets application, or from the asset record you want to swap, click Swap Assets.
  2. In the Swap Assets window for the asset that you want to swap out, perform either of the following actions:
    1. In the To Location field, click Detail Menu to assign the asset to a location within the current site.
    2. To assign the asset to another site, click the View Details icon. In the To Site field, click Select Value. Optional: Select values for the To Location field, the To Parent field, or the Bin field.
  3. To select a replacement, perform either of the following actions:
    1. To choose a replacing asset from within the current site, in the Replacing Asset field, click Detail Menu.
    2. To choose a replacing asset from another site, click View Details, then in the From Site field, click Select Value. In the Replacing Asset field, click Detail Menu.
  4. If you accessed the Swap Assets window from an asset record and want to swap additional assets, click Select More Assets to add assets to the list. Repeat steps 2 and 3 for each asset you added.
  5. Click OK.