Transfer Equipment to a Job/Location

You will use the EM Location Transfer form to transfer a single piece of equipment from one job or location to another.

To transfer equipment:

  1. Open the EM Location Transfer form.
  2. In the Equipment field, enter the equipment number to transfer or press F4 to select from a list of equipment. The form displays information from the last recorded transfer for the specified piece of equipment (i.e. the equipment's current location).
  3. In the Sequence field, do one of the following:
    • If you are adding a new transfer, enter N, n, or + for the system to assign the next sequential number.

    • If you are editing an existing transfer, enter the sequence number of the transfer to edit.

  4. In the JC Co field, enter the JC company number for the job you are transferring the equipment to or press F4 to select from a list of JC companies. If you are transferring the equipment to a non-job location, you should leave this field blank.
  5. In the Job field, enter the job you are transferring equipment to or press F4 to select from a list of JC jobs. If you are transferring the equipment to a non-job location, you should leave this field blank.
  6. In the Location field, enter the location you are transferring the equipment to or press F4 to select from a list of EM locations. If you are transferring the equipment to a job, you should leave this field blank.
  7. In the Date field, enter the date of the equipment transfer or select the date from the calendar.
  8. In the Time field, enter the time of the equipment transfer in 24-hour format (00:00 - 23:59).
    Important: If you use the EM Automatic Usage form, you should specify the time for each equipment transfer. The automatic usage process uses the date and time of each transfer when billing for usage.
  9. In the Estimate Out Date field, enter the date you estimate this equipment will be transferred from the new location or select the date from the calendar.
    Important: If you checked the Use Est Out Date box for a category or piece of equipment on the auto usage posting template, and you transfer the equipment to a job that uses that template, entry is required in the Estimate Out Date field for revenue to be calculated properly.
  10. In the Memo field, enter a memo related to the equipment transfer.
  11. In the Attachments tab, add, edit, or delete attachments as necessary. See About Transferring Attachments/Components for more information.
  12. Save the record.