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Fixed Assets CS Support

Reassign assets to a different activity, situs, or association (Inventory module)

note
The Fixed Assets Inventory module is licensed separately from Fixed Assets CS.
To reassign an asset to a new business activity, situs, or association from within the Inventory module, perform the following steps.
  1. Open the active inventory.
  2. If necessary, select the active inventory in the
    Inventory
     window, then select the
    Open
     button.
  3. Select
    Edit
    , then
    Reassign Assets
    .
  4. Select the assets you want to reassign in the Assets available to reassign pane, then choose the
    Select
     button to move the assets to the Assets to reassign pane.
    note
    You can use the fields in the Focus group box to limit the assets that are available in the Assets available to reassign pane.
  5. In the Reassign to group box, select the category (activity, situs, or association) to which you will reassign the asset from the
    Category
     field.
  6. Choose the value to which you will assign the selected assets from the
    Value
     field.
    When Situs is selected as the category, you can select any situs from the dropdown list. However, if you reassign an asset to a situs that hasn't been added to the client via
    Setup
    , then
    Situses
    , you'll need to add the situs treatment to the client after the inventory is finalized.
    note
    • When Activity is selected as the category, you can select all single-unit activities and multiple-unit activities that are set up for the client.
    • Only assets that are not in a multiple-unit activity can be reassigned to a different situs through the
      Reassign Assets
       window. Multiple-unit activity assets are assigned to a situs based on the activity in which they reside. To change the situs for a multiple-unit activity, select
      Setup
      , then
      Activities
       and edit the activity.
    • When an association is selected as the category, you can select any item set up for that association, or you may select no association.
  7. Select the
    Reassign
     button to move the selected asset to the new activity, situs, or association.
  8. Fixed Assets CS asks if you want to reassign additional assets. To reassign additional assets, select
    Yes
     and repeat steps 4 - 7. If you are done, select
    No
    .
    note
    When you change assets in the
    Reassign Assets
     window, the inventory status of each asset is not automatically updated. You can manually update each asset's inventory status in the
    Inventory Asset List
     window, or you can update the inventory status for a group of assets using the
    Tasks
    , then
    Reconcile Assets
     window.

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