Differences between adjusting and transferring

These guidelines can help you decide whether you should perform a transfer or an adjustment:

  • You can adjust all asset information except for the asset number and the company. You can transfer only the company, asset tag, asset group, location, and division.

  • Whether you select to adjust or transfer a location or division depends usually on which reports are better suited to your needs. In addition, you can adjust a division or location individually. But you can mass transfer locations and divisions.

  • You can adjust items partially by changing an item line and adding a new item line for the unchanged portion of the item.

  • When you transfer partial assets, a new asset is created for the transferred portion of the asset.