Swap Assets

You use the Swap Assets action to replace one asset with another, and to specify a location for the asset you swap out. You can swap any number of assets at once using the Swap Assets dialog box. You cannot use the Swap Assets action to move rotating assets from inventory locations; you must issue or transfer rotating assets using the inventory applications.

The following rules apply to swapping assets:

• When you swap assets, the assets retain customer associations, including the primary customer for the assets.

• You can swap rotating assets from one organization to another only if both organizations use the same item set.

• Every asset within a site must have a unique identifier. If the replacing asset from another site or organization has the same asset identifier as an asset in your current site, you are prompted to assign a new asset identifier to the replacing asset.

• The ability to swap assets to and from another site or organization depends upon your security authorization.

To swap assets:

1. From the List tab or from the asset record you want to swap, on the toolbar, click Swap Assets.

Note: If you accessed the dialog box from the List tab, you might need to filter the list to find the assets you want to swap.

2. In the Swap Assets dialog box, for the asset that you want to swap out, perform either of the following actions:

3. To assign the asset to a location within the current site, in the To Location field, click Detail Menu to select an option and retrieve a value.

4. To assign the asset to another site, click View Details to open the Row Details. In the To Site field, click Select Value to select a value. Optional: Select values for the To Location, To Parent, or Bin fields.

3. To select a replacement, perform either of the following actions:

4. To choose a replacing asset from within the current site, in the Replacing Asset field, click Detail Menu to select an option and retrieve a value.

5. To choose a replacing asset from another site, click View Details to open the Row Details.

1. In the From Site field, click Select Value to select a value.

2. In the Replacing Asset field, click Detail Menu to select an option and retrieve a value.

4. If you accessed the Swap Assets dialog box from an asset record and want to swap additional assets, click Select More Assets to add assets to the list. Repeat steps 2 and 3 for each asset you added.

5. To complete the swap, click OK. To close the dialog box without swapping any assets, click Cancel.