How do I transfer assets?

Record an asset disposition for a transferred asset.

Use Transfer Assets to move an asset that belongs to one fund to a different fund. The system treats a transferred asset as a sale. In a transfer the full amounts for capitalization and depreciation are moved to the newly assigned fund, and the difference between the asset's market value and the book value is recorded as a transfer amount.

For example, City XYZ wants to transfer one asset from the admin department to the buildings department.

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How do I transfer assets?

When you create an entry to transfer assets, the system will

Transferring assets

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When you create an entry to transfer assets, the system will

Transferring assets

1. Open Connect Asset Management > Assets > Transfer Assets.

2. Enter the Asset Number.

This is the asset to transfer.

  

Asset Number in Transfer Assets

 

3. Enter the Transfer to Asset Number.

This is the asset number that will receive the transferred asset.

 

Transfer to Asset Number in Transfer Assets

 

What is the asset number of asset that will receive the transferred asset?

4. Enter the Market Value.

 

Market Value in Transfer Assets

 

5. Press Enter again to save the transaction.

The transfer transaction displays in the transaction grid.

Updated 09Jan2018

 

Related topics

How do I delete a transferred asset?