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.

Receiving Transfers

1. From the Fixed Assets menu, click Receive Transfer.

Receive Transfer

2. Click the Receive Transfers tab.

3. Review the asset information in the chart, which includes the Barcode, Destination Facility, Facility, Description, Manufacturer, Model Number, Serial Number, and Net Current Value.

4. Click the Receive button for the fixed asset that should be received.

4a. 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.

Receive Transfer

5. Once a fixed asset is received, a Please enter location information pop-up window display where you must select the Department, Building, and Room number from the provided pull-downs.

Receive Transfer

6. Select the Deposition Code from the provided pull-down, which becomes available when the appropriate profile permission is enabled and when the fixed asset is being transfered to the disposal facility.

Disp code.jpg

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.

7. If the fixed asset should be linked to an Assigned User, select the user from the pull-down.

8. Click Submit.

Rejecting a Transfer

1. From the Fixed Assets menu, click Receive Transfer.

Receive Transfer

2. Click the Receive Transfers tab.

3. Review the asset information in the chart, which includes the Barcode, Destination Facility, Facility, Description, Manufacturer, Model Number, Serial Number, and Net Current Value.

4. If you do not want to receive the fixed asset, click Reject.

5. Enter the Reason for Rejection and click Submit.

Receive Transfer
Receive History

1. From the Fixed Assets menu, click Receive Transfer.

Receive Transfer

2. Click the Receive History tab.

The Receive History screen displays the Barcode, Destination Facility, Facility, Description, Manufacturer, Model Number, Serial Number, Net Current Value, and Receive Date.

Additional Features

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.

Receive Transfer

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.

Receive Transfer

Click the Excel icon to export the table of data to an Excel spreadsheet downloaded to your computer.

Receive Transfer

Click the Printer icon to print the table of data.

Receive Transfer

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 on how to use the Filters feature, 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.