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Updated on September 12, 2023

Assets Store Transfer

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Overview

The Assets Store Transfer module facilitates the inter-store movement of assets. It aids in tracking the transfer of assets between various storage locations or to specific employees. The process ensures data integrity by validating key details and ensuring that a source store does not send assets to itself.

Key Features:

  1. Transfer Type Selection: For each transfer, the user can specify the type of transfer – whether inter-store or to an employee.
  2. Dynamic Store Validation: The system ensures that the source and target stores are different.
  3. User Integration: The system automatically captures and records the user initiating the transfer.
  4. Subform Integration: Detailed asset transfer records are managed via a subform.
  5. Lookup Functionality: The system fetches asset names based on their serial numbers.

Using the Assets Store Transfer System:

1. Initializing a New Transfer:

  • Upon loading the transfer form, a new transfer record is initialized.
  • Initially, the detailed asset transfer subform is disabled.

2. Specifying Transfer Details:

  • Choose the original store from the dropdown.
  • You’ll need to select the store you want to transfer to for inter-store transfers.
  • Ensure the source and target stores are different. The system will notify you if they’re the same.

3. Detailing Assets for Transfer:

  • Once you’ve provided the Transfer_Date, the subform is enabled.
  • In the subform, add each asset to transfer:
    • Asset SN: The serial number of the asset.
  • The Asset Name field uses a lookup function to display the automatically Asset ID Based on the provided Asset SN.
  • Add all the assets you want to transfer 

4. Finalizing the Transfer:

  • Click the button (presumably labeled “Transfer now” ) to finalize the transfer.
  • The system will notify you if any validation fails (like missing details or source and target stores being the same).
  • Once successful, the system updates the main and subform records, logs the transfer, and displays a success message.
  • Data Integrity: Always ensure to select distinct source and target stores.
  • Details Matter: Be meticulous when inputting asset details in the subform.
  • Backup: Regularly back up your data to avoid any loss or discrepancies.
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