Removing Assets From Customer Balances - Revision history

Jgullickson: /* Transfer Assets */

2020-12-19T02:27:09Z

Transfer Assets

Jgullickson: /* Transfer Assets */

2020-12-19T02:21:50Z

Transfer Assets

Jgullickson at 14:58, 27 October 2020

2020-10-27T14:58:45Z

Eschurdak: Created page with "There are several ways to remove assets from a customer's balance. Choose the method which best reflects where the assets are. * Transfer assets from the inactive customer to..."

2017-06-28T19:37:17Z

Created page with "There are several ways to remove assets from a customer's balance. Choose the method which best reflects where the assets are. * Transfer assets from the inactive customer to..."

New page

There are several ways to remove assets from a customer's balance. Choose the method which best reflects where the assets are.

* Transfer assets from the inactive customer to another customer
* Transfer assets from the inactive customer to a branch location
* Mark all of the unique assets as Lost. Lost assets will not show up in your inventory reporting. If a Lost asset gets scanned at some point in the future, it will again become active and all of its history will remain intact.
* Mark all of the unique assets as Retired. Retired assets will not show up in your inventory reporting. If a Retired asset's barcode number gets scanned at some point in the future, TrackAbout will create a new asset with the same barcode as the Retired asset. The retired asset will remain retired, and all of its history will remain with the retired asset.

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 == Transfer Assets ==
-This page allows you to transfer assets between Locations and Customers.
+The Transfer Asset page allows you to transfer assets between Locations and Customers.  It can be accessed two ways
 #Select a FROM Location or Customer [[File:Transfer Assets.png|right|300px]]
 #Select a TO Location or Customer
@@ Line 16: / Line 21: @@
 #Choose whether you want to transfer all assets or only selected assets
 #Optional: Enter in some notes to be recorded when performing the transfer
-#Click Continue to either perform the transfer of all assets or continue to the next page where you can select individual asset types to transfer [[File:Transfer Assets 2.png|right|300px]]
+#Click Continue
 Once a Transfer Assets is complete, TWO records will be generated:

@@ Line 11: / Line 11: @@
 This page allows you to transfer assets between Locations and Customers.
-#Select a FROM Location or Customer
+#Select a FROM Location or Customer [[File:Transfer Assets.png|right|300px]]
 #Select a TO Location or Customer
 #Choose a date for which to perform the transfer
 #Choose whether you want to transfer all assets or only selected assets
 #Optional: Enter in some notes to be recorded when performing the transfer
-#Click Continue to either perform the transfer of all assets or continue to the next page where you can select individual asset types to transfer
+#Click Continue to either perform the transfer of all assets or continue to the next page where you can select individual asset types to transfer [[File:Transfer Assets 2.png|right|300px]]
 Once a Transfer Assets is complete, TWO records will be generated:
-#Clear Customer Balance - This record documents the removal of assets from the originating location/customer balance.
+#Clear Customer Balance - This record documents the removal of assets from the originating location/customer balance. [[File:Transfer Assets Clear Customer Balance.png|right|300px]]
-#Set Customer Balance - This record documents adding assets to the destination location/customer balance.
+#Set Customer Balance - This record documents adding assets to the destination location/customer balance.[[File:Transfer Assets Set Customer Balance.png|right|300px]]
-To reverse a Transfer Assets process, you must delete BOTH the Clear and Set Customer Balance records.
+'''To reverse a Transfer Assets process, you must delete BOTH the Clear and Set Customer Balance records.'''

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 There are several ways to remove assets from a customer's balance. Choose the method which best reflects where the assets are.
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 * Mark all of the unique assets as Lost. Lost assets will not show up in your inventory reporting. If a Lost asset gets scanned at some point in the future, it will again become active and all of its history will remain intact.
 * Mark all of the unique assets as Retired. Retired assets will not show up in your inventory reporting. If a Retired asset's barcode number gets scanned at some point in the future, TrackAbout will create a new asset with the same barcode as the Retired asset. The retired asset will remain retired, and all of its history will remain with the retired asset.