Unit ownership

If the Asset Management business parameter Allowed to Change Owner is set to Yes, you can change ownership on units that have an Active agreement and a non-approved work order. The following validations will occur:

• If the unit is on an active contract, a warning will appear.
• If the unit is on an unapproved work order, a warning will appear.
• If you are changing from Owned to Customer, the customer being changed to must be the same as the one on the active agreement; otherwise, you wont be able to make the change.
• If the unit is on an active and postable depreciation schedule, and the NBV is not zero, the change will not be allowed.
• If the unit is on an active debt note and the balance is not zero and the unit percent in the Debt Note Split file is not zero, the change will not be allowed.

To change a unit's ownership:

1. At the Asset Management main menu, select Equipment | Equipment. The Display Equipment screen appears.
2. Right-click on the unit and select Display. The Display Equipment screen appears.
3. Click Change . The Edit Equipment change screen appears.
4. Click Chg Ownership . The Change Unit Ownership enter screen appears.
5. If changing from Owned to Customer, select the customer.
6. Click Enter . The ownership will be changed, and an audit record created.

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