Transferring asset interface records

Use the transfer action to move asset interface records to a different company. This action is available on Asset Interface records that are created using the Project Capitalization process.

You can find this action on:

  • The Asset Interface list
  • The Asset Interface tab of the Project Interface Control form
  • The Project Interface Records tab of the Asset Template
  1. Select Conversions And Interfaces > Asset Interface List.
  2. Open an asset record and select Actions > Transfer.
  3. Specify this information:
    Company
    Select a company.
    New Template
    Required. Select a new asset template.
    New Project Interface Control
    Select a new project interface control.
    New Asset Type
    Select a new asset type.
    New Asset Dimension Group
    Select a new asset dimension group.
    New Asset Account Group
    Select a new asset accounting group.
    New Default Transaction Dimensions
    Specify new default transaction dimensions.
    New Location
    Select a new location.
    New Division
    Select a new division.
    Posting Date
    Required. Select a posting date to update any WIP/Clearing transactions.
  4. Click Submit.