Issue/Symptom/Question

What is the Equipment Transfer Approval Screen?

Applies To

Equipment Transfer Entry:

Equipment Cost Control > Equipment Charging - Rental Basis > Equipment Transfer Entry

Equipment Transfer Approval:

Equipment Cost Control > Equipment Charging - Rental Basis > Equipment Transfer Approval

Resolution/Fix/Answer

The Equipment Transfer Approval window allows you to query other users’ pending transfers and approve or reject them. Upon entry, the window automatically populates all rows where the transfer status is “Pending.” When a transfer is approved, it is processed the same as entries in one of the original equipment transfer windows.

Notes:

Only other users’ records appear in this tab. This window accepts notes for any record. The only enterable fields are the “Reject?” and “Approve?” checkboxes. All other fields are display only.

You can use the Equipment Transfer History report to review Equipment Transfers.

When you open the Equipment Transfer Approval window, PENTA populates the following fields with records with a “Pending” transfer status:

Fixed Asset Id

Asset Description

Transfer Date

Quantity

To Yard #

To Job Id

To Cost Type

To Costcode

To Status

Entered By

Approve?

Place a checkmark in the Approve? box to indicate PENTA will transfer records to an Approved status when you click the Approve/Reject Marked Items button. This record becomes viewable in the “Equipment Transfer Entry” window for the user who made the entry. Not placing a checkmark in this box indicates PENTA will not transfer records to an Approved status when you click the Approve/Reject Marked Items button.

Reject?

Place a checkmark in the Reject? box to transfer records to a Rejected status when you click the Approve/Reject Marked Items button, which moves records to the Equipment Transfer history. Not placing a checkmark in this box indicates PENTA will not transfer records to a Rejected status when you click the Approve/Reject Marked Items button.

Approve/Reject Marked Items button

Click the Approve/Reject Marked Items button to transfer records to the “Equipment Transfer History” if approved, or to “Equipment Transfer Entry” window if rejected.