Create a new assignment record
- At the Asset Management main menu, select Assets
/ Asset Level Depreciation | Work With Assets. The
Display Assets - All Assets
screen appears.
- Right-click on the asset and select Manage
Unit Assignments. The Unit
Assignment History for Asset screen appears, listing all
unit assignments for the asset.
- Click Change Unit Assignment
. If there is already a future assignment record,
you will see the error message "Change Assigned Unit not allowed.
Future Assignment exists." Otherwise, the Change
Asset's Unit Assignment enter screen appears.
- Select the new unit the asset will be assigned to (only owned units
will appear on the selection screen).
- Enter the assignment date. If you enter a future assignment date,
the Confirm Future Date Change
screen will appear.
- Click Continue.
You will return to the Change
Asset's Unit Assignment enter screen.
- Click Change Unit Assignment
.
- The program will create a new record in the Asset/Unit Assign
file. If the new unit assignment has a future date, the new record
will be given a status of Future (F), and the current assignment's
status will be left at Current (C). If the new unit assignment
is to be effective immediately, the new record will be given the
status of Current, and the preceding assignment record will be
set to History status.
- The Assignment End Date and Time in the old record are updated
to one minute less than the new assignment date/time.
- The function will also update the depreciation schedule details
for changes in pool, facility, and equipment type that come from
the new unit.
Back to Assets