Receive Transfer
The Receive Transfer screen allows users to receive fixed assets that have been transfered to their facility via Fixed Assets > Transfer Requests. Note: Depending on district settings, fixed assets may need to be released via Fixed Assets > Release Transfer before they can be received.
1. In the Fixed Assets menu, click Receive Transfer.
2. Click the Receive Transfers tab.
3. Select the applicable fiscal year from the pull-down. The pull-down defaults to the current but can be changed as needed.
4. Review the asset information in the chart, which includes the Disposition Code (if applicable), Pallet Number (if applicable), Barcode, Destination Facility, Facility, Description, Manufacturer, Model Number, Serial Number, Purchased Price, Net Current Value, Transfer Date, and Requester Name.
5. If the asset is being transferred to a disposal facility and you have permission to "Assign Disposition Code When Receiving Transfers to Disposal Facility" enabled via Setup > Profiles > Fixed Assets tab, you can select the Disposition Code from the active pull-down and enter the Pallet Number in the active text box.
Click Mass Update to enter the Disposition Code and/or Pallet Number for all fixed assets at the same time.
a. Select the Column that is being mass updated from the corresponding pull-down.
b. Select the Value from the pull-down for disposition codes or enter the Value in the text box for pallet numbers.
c. Click Update.
All updates display in yellow.
6a. Click the Receive button for the fixed asset that should be received.
6b. Select the check boxes next to all assets that should be received and click Receive Selected to receive more than one fixed asset at a time.
Click Check All to select all assets to be received at once. Click Check All again to clear all the selected check boxes.
7. Once a fixed asset is received, a Please enter location information pop-up window displays where you must select the Department, Building, and Room number from the provided pull-downs.
8. Select the Disposition Code from the pull-down and enter the Pallet Number, which becomes available when the appropriate profile permission is enabled and when the fixed asset is being transfered to the disposal facility.
A Disposition Code is required upon receiving a transfer to the Disposal facility.
Enable the Assign Disposition Code When Receiving Transfers to Disposal Facility profile permission via Setup > Profiles to assign disposition codes when receiving transfers to the disposal facility.
9. If the fixed asset should be linked to an Assigned User, select the user from the pull-down.
10. Click Submit.
If receiving multiple transfers with the same Destination Facility, you can click Mass Update to mass assign the Department, Building, etc.
a. Select the Column to be mass updated, then select or enter the Value.
b. Click Update.
1. In the Fixed Assets menu, click Receive Transfer.
2. Click the Receive Transfers tab.
3. Select the applicable fiscal year from the pull-down. The pull-down defaults to the current but can be changed as needed.
4. Review the asset information in the chart, which includes the Disposition Code (if applicable), Pallet Number (if applicable), Barcode, Destination Facility, Facility, Description, Manufacturer, Model Number, Serial Number, Purchased Price, Net Current Value, Transfer Date, and Requester Name.
5a. If you do not want to receive the fixed asset, click Reject.
5b. Select the check boxes next to all assets that should be rejected and click Reject Selected to reject more than one fixed asset at a time.
Click Check All to select all assets to be rejected at once. Click Check All again to clear all the selected check boxes.
6. Enter the Reason for Rejection and click Submit.
If rejecting multiple assets at once, enter a reason for each transfer in the provided text box.
1. In the Fixed Assets menu, click Receive Transfer.
2. Click the Receive History tab.
3. Select the applicable fiscal year from the pull-down. The pull-down defaults to the current but can be changed as needed.
The Receive History screen displays the Barcode, Destination Facility, Facility, Description, Manufacturer, Model Number, Serial Number, Net Current Value, and Receive Date.
Use the Filter text box located in select pull-down to quickly find a selection. Begin typing the name or number of the data in question to pull it to the beginning of the list.
If there are multiple pages of data, click the Prev and Next buttons to sift through pages. You can also enter a number in the Page text box to jump to a page.
Click the Excel icon to export the table of data to an Excel spreadsheet downloaded to your computer.
Click the Printer icon to print the table of data.
Click the Filters button to filter data and apply filter rules.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for additional filtering rules.
For more information, see the Filters document.
You can also sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.
