Complete the local move for an enterprise asset

Perform all tasks that are required to move an enterprise asset without shipping it. You must perform these tasks if you set the Move type field to Local Move in an enterprise move line.

始める前に

Before you can proceed with the local move, you must complete the Prepare task for the enterprise asset. See Complete the Prepare task for a moving enterprise asset for detailed instructions.

Role required: sn_eam.enterprise_asset_manager, sn_eam.enterprise_admin, or enterprise_asset_technician

手順

1. From the Enterprise Asset Workspace, navigate to Asset operations > Moves > Move orders.
2. From the list of available move orders, select the move order that you want to complete.
   The move order record opens.
3. On the move order record, select the Enterprise move lines tab.
4. From the list of available enterprise move lines, select the enterprise move line for the enterprise asset that you want to move.
   The enterprise move line record opens.
5. Complete and close the Local move task for the enterprise move line.

   By default, this Local move task applies only to the enterprise asset that is associated with the given enterprise move line. If you want to apply the same Local move task to additional enterprise assets within your move order, you can include those assets in the task.

   To successfully complete and close this task, the enterprise asset must be moved to the target location without being shipped.

   1. On the Enterprise move tasks tab, select the task number for the Local move task.

      Alternatively, select the task number that is displayed in the Current task field of the enterprise move line record header.

      The Local move task opens.
   2. On the Details tab of the Local move task, fill in the fields.

      表 : 1. Details tab

      Field	Description
      Enterprise move task
      Assignment group	Group that the task is assigned to. This field populates automatically based on the group that the entire move order is assigned to.
      Assigned to	User who the task is assigned to. This field populates automatically based on the user who the entire move order is assigned to.
      Scheduled date	Date and time at which the task is scheduled to be completed.
      Priority	Priority of the task.
      Notes
      Short description	Brief description of the task.
      Description	Detailed description of the task.
      Work notes	Notes about the task that are visible to all users within your organization.

   3. Close the task.
      • To close the task without including additional enterprise assets from your move order, select Close Task.
      • To close the task after including additional enterprise assets from your move order, use the following steps:

        1. Select Include more assets.

           The Select assets dialog box opens.

        2. In the dialog box, select the check box for each additional enterprise asset that you want to include.
        3. Select Close Task.
   The Local move task is automatically updated with a state of Closed Complete.

タスクの結果

The enterprise move line is automatically updated with a status of Completed.

次のタスク

Move all remaining enterprise assets that are included in the move order. After all corresponding enterprise move lines reach a status of Completed, the move order is complete.