Move an Asset in the Asset Tree

Purpose

Move an Asset (with its child items and linked detail records) in the Asset Tree to reflect asset movements in the organisation.

How to… Move an Asset in the Asset Tree

1. Open the Asset Tree window then expand the Asset Tree to the required level.

2. Highlight the Asset to be moved.

3. Click >> then Edit then Cut.

4. Highlight the Asset to which the Asset must be moved.

5. Click >> then Edit then Paste.
The Track Asset Movement window opens.

6. Enter the required details then click OK.

7. A progress message is displayed.

8. Refresh the Asset Tree.

Data fields

These data fields are captured or displayed on the Track Asset Movement window.

Field	Description/Setting
Track Movement	Ticked to track the movement of a maintainable Asset to a new parent Asset that is maintainable; ie both Assets are MSIs.
Inherit	Only if Track Movement is ticked.
Parent Location	Ticked if the Asset that was moved must inherit its new parent Asset’s Location.
Parent Cost Centre	Ticked if the Asset that was moved must inherit its new parent Asset’s Cost Centre.
Linked Work Order
Work Order	The Work Order that was created and used to physically move the Asset. Select the Work Order from the lookup list.

As a result…

The Asset and all its child items are child items of the Asset to which it was moved.
If the Asset is moved to a different Site then it is no longer linked to the previous Site.
If Track Movement is ticked then the previous and new parent Asset’s Location and Cost Centre are recorded on separate Change Log Value records.

Business rules

The following items cannot be moved (cut and paste) in the Asset Tree.
- An In-place Asset and its sub items.
- An Asset Placeholder and its sub items.
An Asset and its child items can only be moved to an Asset Placeholder that is based on the same generic Asset Type.
An Asset cannot be moved to one of its child items.
An Asset that is moved from a non-virtual Site to a virtual Site retains its non-virtual Site.
The new parent Asset's Parent Location and Parent Cost Centre can be inherited, or just the Parent Location, or just the Cost Centre.
The movement of the Asset can be tracked, or the Asset can be moved without any tracking.
A Work Order can be created or selected to move the Asset. As a result Asset Moved on the Work Order - Request tab is ticked.

Best Practice

Please note!

The Asset and all its sub items such as Components, Tasks and linked detail records are moved.
If the Asset is moved to a Site with a different Site Currency then a warning message is displayed. The Purchase Amount on the Asset - Life Cycle tab and Downtime Cost per Hour on the Asset - Maintenance tab must be recaptured.
Components and Tasks can be moved in the same way as Assets.