Hi @Tommaso2 ,
Transfer Orders (HAM)
Out‑of‑the‑box Transfer Orders are part of Hardware Asset Management (HAM).
They’re designed to move assets between locations (for example, from a stockroom to a client site).
The system tracks the order, the items being moved, and updates the asset record once the transfer is complete.
Service Location & Distribution Channel (FSM)
Service Location is a Field Service Management (FSM) concept. It defines where services or deliveries happen (like a client office or site).
Distribution Channel is also FSM. It describes how the asset gets delivered (courier, technician, etc.).
These are not part of HAM by default — they belong to FSM. If your instance has FSM licensed and configured, you can use them to enrich the transfer process.
How They Can Be Used Together
1. Create a Transfer Order in HAM:
Source = stockroom.
Destination = client location.
2. Link Service Location (FSM):
Use the client’s service location record so the order points to the right site.
3. Assign Distribution Channel (FSM):
Define the delivery method (e.g., technician drop‑off, courier).
4. Fulfill the Transfer Order:
Track shipment, receipt, and closure.
Asset record updates automatically to show the new location.
Transfer Orders = HAM core function.
Service Location & Distribution Channel = FSM features.
You can use them together if FSM is enabled, but they’re not required for basic asset transfers.
Best practice: use Transfer Orders for the move, and enrich them with FSM’s Service Location/Distribution Channel if you want to track delivery details more precisely.
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Kind Regards,
Pavani P
