Create Transfer
Explanation
This activity is used to transfer rental assets from a
project rental demand line at the end of the rental period. The items can be
transferred either back to inventory, or in the case of renting in, back to the
supplier. Alternatively the rental transfer can be used to transfer the rental
assets directly to another project.
Prerequisites
A project rental demand line has to exist with
reserved/issued items.
System Effects
- A rental transfer will be created in the Created status
for further processing.
- Any items included on the rental transfer will be
allocated for that transfer and it is not possible to manually un-reserve or un-issue
from the demand line.
Window
Project Navigator/Demand/Misc. Rental Parts
Manage Rentals
Rental Workbench
Rental Transfer
Related Window Descriptions
Project Navigator/Demand/Misc. Rental Parts
Manage Rentals
Rental Workbench
Rental
Transfer
Rental Transfers
Rental
Transfer Lines
Procedure
- Open the Project Navigator window
and query for the project that will perform the transfer.
- Highlight the relevant project activity in the
project navigator and click the Demand/Misc. Rental Parts tab.
- Select the lines to be transferred, right-click
and click Create Transfer.
- Optionally, enter information about collection date
and time, and the date and time on which the rental should be ended.
- Optionally, enter information for a receiving
project in case the items should be transferred rather than returned.
- Select the transfer quantity for each line.
- Click OK.
Note: Alternatively, the Create Transfer function can
also be started from the Manage Rentals or
Rental Workbench
windows.