To transfer an asset to a different dimension or allocation, please follow the steps below.
Click into the asset you want to transfer from the fixed asset listing.
Choose the Adjust Reclass Transfer button in the upper right hand corner of your screen.
Use the drop-down list to select "Asset Dimension Transfer."
Enter a date of change. This is the date the transfer will hit the GL.
Notice the screen displays the current values in each dimension for the asset.
In the New Values section, change the dimensions you want to transfer the asset to. For instance, if your asset has changed to a different plant location, select the drop-down menu next to Location and choose the asset's new location. NOTE: You do not have to change all the values.
Check the Book Dimension Transfer check box if you want the system to create an entry that transfers the asset to its new dimensions (location, project, etc.). This is recommended.
Click the Yes button to save your transfer.
You should see a yellow information bar at the top of the screen that indicates the transfer went through.
