Job Transfers are used to move items from one Job to another.
You can create a Job Transfer from the Job Transfer dataset or from the Job Details
Note: You can only perform a Job Transfer on items which have been manifested in the system.
Create and Complete a Job Transfer
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Transfer Date | This will automatically default to today’s date, user changeable |
From Job Number | Enter the Job Number you wish to transfer items from, or use the binoculars to open the search screen |
To Job Number | Enter the Job Number you wish to transfer items to, or use the binoculars to open the search screen |
To Work Site | Select the relevant work site (if applicable) |
Job Transfer (Hdr) | |
Transfer Complete | This will update when the Complete Transfer function is run |
Notes | Text field to record notes on the Job Transfer |
Business Unit | Defaulted to the users Business Unit |
Group Company | Defaulted to the users Business Unit |
Select OK.
Or Select Functions>Confirm all Items for Transfer from the toolbar to transfer all items.
Select OK on the dialog boxes that pop up.
Select Yes to continue with the operation or No to cancel.
Select OK and fill in the required fields within the Manifest header.
Select Yes to continue with the operation or No to cancel.
Click OK.
The system will now amend each Asset Status to On Hire against the new Job Number to which they were transferred to.
You can double click on the grey area to the left of the Transfer Ref to view the items transferred.