1

Transfer Date

Req

D

The first day the equipment is at the new location.

Error occurs for invalid dates.

2

Equipment Id

Req

X

Id of the piece of equipment/fixed asset you are transferring to a new location.

Error occurs if there is an invalid or inactive asset, or if there are no available pieces to transfer as of the transfer date.

3

Transfer Child Assets

Req

C! 1

Indicates whether you want to transfer all child assets if the Equipment Id is a parent asset.

Possible values are Y (yes) or and N (no). If you enter Y, PENTA creates transfer entries for all the child assets.

Required if the Equipment Id has at least one active child asset; otherwise, do not enter a value.

Defaults as N if the Equipment Id is not a parent asset with at least one active child asset.

4

To Yard Id

Opt

I 3

Id of the equipment yard you are transferring the asset to.

Error occurs if the yard is invalid or inactive, or if the record includes To Job Id/To Cost Type/To Costcode (you can’t have both a yard and job).

5

To Job Id

Opt

X

Id of the Job you are transferring the asset to.

Error occurs if the Job is invalid or inactive, if the record includes To Yard Id (you can’t have both a yard and job), or if the To Job Id is closed to Transaction Type EQP (Equipment Timecard Entry) as of the Transfer Date.

6

To Cost Type

Opt

C! 4

Id of the Cost Type where you charge the rental.

Defaults as the asset’s rental default Cost Type as of the Transfer Date if record includes a valid To Job Id.

Error occurs if the Cost Type is invalid or inactive, or if the record has a To Yard Id.

Required if a To Job Id exists; otherwise, do not enter a value.

7

To Costcode

Opt

X

Id of the Costcode where you charge the rental.

Defaults as the asset’s rental default Costcode, as of the Transfer Date if record includes a valid To Job Id.

Error if the Costcode is invalid or inactive, or if the record includes a To Yard Id.

Required if there is a To Job Id; otherwise, do not enter a value.

8

To Work Status

Opt

C! 1

The status of the equipment upon completion of the transfer. Possible values are D (downtime) I (in transit), S (stand by), and W (working).

Error occurs if the status is invalid.

Required if the record has a To Job Id; otherwise, do not enter a value.

9

Quantity Moved

Req

I 9

The number of pieces you are moving to the new location.

Defaults as 1 if the asset consists of a single unit.

Defaults as the quantity at the current location, as of the Transfer Date if the asset is located at a single location and there are no From Location values (Yard, Job, Cost Type, Costcode, Work Status).

Error occurs if the quantity does not exist at the Transfer From Location.

Required if the asset consists of multiple units; otherwise, do not enter a value.

10

From Yard Id

Opt

I 3

Id of the equipment yard you are transferring the asset from.

Defaults as current location’s Yard as of the Transfer Date if the asset is located at a single location and there are no From Location values (Yard, Job, Cost Type, Costcode, Work Status).

Error occurs if the asset is not currently located at this yard.

Required if the asset is multiple units assigned to multiple locations (either the From Yard or From Job).

Optional if the asset is a single unit or consists of multiple units where all units are at the same location.

11

From Job Id

Opt

X

Id of the Job you are transferring the asset from.

Defaults as current location’s Job as of the Transfer Date if the asset is located at a single location and there are no From Location values (Yard, Job, Cost Type, Costcode, Work Status).

Error occurs if the asset is not currently located at this Job.

Required if the asset is multiple units which are assigned to multiple locations, either the From Yard or From Job.

Optional if the asset is a single unit or consists of multiple units where all units are at the same location.

12

From Cost Type

Opt

C! 4

Id of the Cost Type you are transferring the asset from.

Defaults as the current location’s Cost Type as of the Transfer Date if the asset is located at a single location and there are no From Location values (Yard, Job, Cost Type, Costcode, Work Status).

Error occurs if the asset is not currently assigned to this Cost Type.

Required if the record includes a From Job Id.

Optional if the asset is a single unit or consists of multiple units where all units are at the same location.

13

From Costcode

Opt

X

Id of the Costcode you are transferring the asset from.

Defaults as current location’s costcode as of the Transfer Date if the asset is located at a single location and there are no From Location values (Yard, Job, Cost Type, Costcode, Work Status).

Error occurs if the asset is not currently assigned to this Costcode.

Required if the record includes a From Job Id.

Optional if the asset is a single unit or consists of multiple units where all units are at the same location.

14

From Work Status

Opt

C! 1

Status of the equipment at the time of transfer.

Defaults as the current location’s status as of the Transfer Date if the asset is located at a single location and there are no From Location values (Yard, Job, Cost Type, Costcode, Work Status).

Error occurs if the asset is not currently assigned this status.

Required if the asset consists of multiple units assigned to multiple locations.

Optional if the asset is a single unit or consists of multiple units where all units are at the same location.

15

Employee Id

Opt

X

The employee authorizing the transfer.

Error occurs if the employee is invalid.

16

Comment

Opt

C 70

Comments regarding the equipment transfer.