Understanding equipment transfer - HxGN EAM - 12.0.1 - Help - Hexagon

See the following list of processing rules that the system follows when an equipment record is transferred between organizations:

• The system maintains a record of the equipment in the originating organization with a system Status of Withdrawn, flags the equipment record as Out of Service, and automatically populates the equipment record’s Transfer Date.

• The system transfers child equipment records and retains the equipment hierarchy in the new organization.

• The system creates an event record of the transfer in both the originating organization, for which the event type is ATT, and new organization, for which the event type is ATF. The system maintains the event history of the equipment record in the originating organization, and then copies the event history to the equipment record in the new organization.

• The system automatically converts currency-based fields from the currency of the originating organization to the currency of the new organization if an exchange rate exists.

• The system completes any PM work orders associated with the transferred equipment that have a system Status of Awaiting Execution or Bypassed. The system adds a comment to the work order to indicate it was automatically completed because of the organization transfer.

• The system automatically copies depreciation setup data defined on the Depreciation page of the Assets, Positions, or Systems form, and then recalculates the depreciation of the equipment record within the new organization based on the Commission Date of the equipment record.

• The system removes the transferred equipment record from any shutdown lists on which it is referenced.

The system automatically copies equipment information defined on the Record View page of the Assets, Positions, or Systems form to the equipment record within the new organization.

The system only copies information that is valid within the equipment record’s new organization. If the equipment record contains information that is not valid within the new organization, the system completes the transfer without copying the invalid information.

See the following list of additional data that is copied during the transfer if applicable:

• Addresses

• Calibration data (except for Next Cal. Due)

• Comments

• Custom Fields

• Depreciation setup data

• Documents

• Equipment Details for Monitored Equipment

• Logical Meters

• Parts Associated

• Permits

• Physical Meters that belong to common organizations

• Test Point Data

• Translations

• Warranties

The system does not automatically copy all data associated with an equipment record during the transfer. See the following list of data that the system does not copy to the equipment record within the new organization:

• Account Details

• Electronic signatures

• Electronic records

• Audit trail information

• Preventive Maintenance records

• Inspections data

• Physical Meters that belong to specific organizations