Changes

Jump to: navigation, search

Reassign Item to another Location

273 bytes added, 22:58, 9 March 2015
no edit summary
<li>Filter the item list to display the desired location. Click '''[[Filter Lists | here]]''' for help on how to filter lists.
<li>Select a Location from the list, and then click '''Assign'''.</li>
[[Image:Wizard template selection.png|500px|center]]<lidiv align="center">The '' Select Template For window''<Item/div>'' : '' <Itemli>'' The template selection window displays.</li>{{New_6.0 | The list of possible templates are filtered to only included templates for the current item type.}}<li>Select the Data Entry Form template used for the item that you opened in step 1.would like to use</li>
<li>Click '''OK'''.</li>
:<li>The Data Entry Form Editor displays a new Data Entry Form. The date of following information field, the item ID field, and the Reconciliation tab are automatically populated with the location reassignment : :* Form ID:* Item ID:* Date of information:* Reconciliation tab.[[Image:Recon tab Reassign.png|600px|center]]<lidiv align="center">Verify that the location reassignment information displays on the '''ReconciliationTab Reassign Action''' and '''Comments''' tabs.</lidiv>{{Warning | The Reassigning Data Entry Form's Date of information must be a later date than the Data Entry Form that assigned the Location since the calculation of the Summary item(s) are based on Date of Information. When the dates are the same, no change of the Summary items occur.}} <li>Approve, submitSave, Submit or save Approve the Data Entry Form.</li>:<li>The location items is reassigned to another Location when the Data Entry Form is approved.
</ol>
 
{{warning| Data entered in the Data Entry Form can overwrite existing item data.}}
 
{{note| You can restore the previous location by unapproving the location reassignment Data Entry Form.}}
 
{{NavBox HowTo Reconcile and Approve}}
[[Category:COO]]
6,632
edits

Navigation menu