Asset movement

Transaction → Asset Movement records assets physically moving — to another room, another department, or into someone else's care. Staff change desks, equipment is reassigned, a site relocates.

The lifecycle, submitting, fixing and voiding are in Document basics.

One destination per document

The destination lives on the header and applies to every asset in the document. That makes bulk moves fast — fifty items going to the same floor is one document — but it also means one document has exactly one destination. Assets going to different places need separate documents.

You can move any combination of these in a single document:

Dimension	From	To
Department	The current department	The new one
Location	The current location	The new one
Responsible person	The current one	The new one

You can also set the Status the assets should have after the move — useful when items come back from a site in a different condition.

Leave a dimension unset and it is left alone. A move between rooms within one department only needs the location filled in.

Create the document

1. Open Transaction → Asset Movement and select the create button.
2. Fill in the header: the title, the from and to values for each dimension you are moving, and the status the assets should end up with.
3. Save. The number is generated and the status is DRAFT.

Fill the header before adding assets — it determines which assets are offered.

Add the assets

1. On the Asset List tab, add assets one at a time from the available list, or use the bulk option for several at once.
2. Only active assets appear. Disposed assets cannot be moved — bring one back with a reverse disposal first.
3. Remove any line you added by mistake while the document is still DRAFT.

Attachments and Carbon Copy

Attach the handover note or delivery confirmation on the Attachment tab. Add the receiving department, or anyone who needs to know, on Carbon Copy — they are told when the move completes but do not approve it.

Submit and approve

Select Document Confirmation. The document becomes PENDING and approvers are notified.

On approval each asset's department, location, responsible person and status are updated to the header's destination values, and each gets a history entry recording where it came from, where it went and which document moved it.

Until approval nothing moves. The assets stay where they were, which is worth remembering if you are comparing the system against a physical handover that has already happened.

If the document is rejected it returns to you as a DRAFT; fix it and use Confirm Fix.

Moving from the asset list

Selecting assets in Main Operations → Asset and choosing the movement bulk action creates exactly the same document with those assets pre-filled. It is a shortcut into the document, not a way around approval. See Managing assets.

Common problems

Problem	Why	What to do
An asset is not in the available list	It is disposed, outside your visibility, or locked by an active Stock Opname	Check its status and your assignments
Assets need to go to different places	One document has one destination	Create one document per destination
Cannot pick the destination	The location or department does not exist, or is outside your assignment	See Master data
Approved but the asset still shows the old location	Looking at a cached page	Reopen the asset; check its History tab
The move already happened physically but is not approved	Approval is pending	Nothing to fix — the record catches up on approval