Replace Asset

Replace Asset

The Replace Asset feature initiates a workflow in the system to generate a work order to replace the asset. At the close of the work order, a new asset record will automatically be created and the old asset will be made inactive. 

 

Video Overview

 

Replace Asset

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  1. Open the desired asset record.
  2. Click the Action button in the upper right hand corner.
  3. Select Replace Asset.
  4. A work order is created with the main task Replace. Enter the the Work Order details and click Save.
  5. Add any Resource, Parts, Misc Cost, etc. Note: All costs associated with Work Order will become the Purchase Cost for the new Asset.
  6. Change the work order status to Close. 
  7. Select which asset details you would like copied over from the old asset to the new asset (Docs, Asset Attributes, Vendor, PdM, Image, Parts List, PM, QR Code). 
  8. Click Copy Selected. Or, select Do Not Copy to create the new asset with none of the details copied.

Note - The replaced asset will keep the same name but have a - R and will become inactive. The new Asset will have the same name and number.


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