Create Transfer

Explanation

This activity is used to transfer rental assets from a project rental demand line at the end of the rental period. The items can be transferred either back to inventory, or in the case of renting in, back to the supplier. Alternatively the rental transfer can be used to transfer the rental assets directly to another project.

Prerequisites

A project rental demand line has to exist with reserved/issued items.

System Effects

• A rental transfer will be created in the Created status for further processing.
• Any items included on the rental transfer will be allocated for that transfer and it is not possible to manually un-reserve or un-issue from the demand line.

Window

Project Navigator/Demand/Misc. Rental Parts
Manage Rentals
Rental Workbench
Rental Transfer

Related Window Descriptions

Project Navigator/Demand/Misc. Rental Parts
Manage Rentals
Rental Workbench
Rental Transfer
Rental Transfers
Rental Transfer Lines

Procedure

1. Open the Project Navigator window and query for the project that will perform the transfer.
2. Highlight the relevant project activity in the project navigator and click the Demand/Misc. Rental Parts tab.
3. Select the lines to be transferred, right-click and click Create Transfer.
4. Optionally, enter information about collection date and time, and the date and time on which the rental should be ended.
5. Optionally, enter information for a receiving project in case the items should be transferred rather than returned.
6. Select the transfer quantity for each line.
7. Click OK.

Note: Alternatively, the Create Transfer function can also be started from the Manage Rentals or Rental Workbench windows.