Difference between revisions of "Reassign Item to another Location"

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<ol>
 
<ol>
<li>Open the Location window of the item that requires location reassignment.</li>
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<li>Open the Location window of the item that requires location reassignment by clicking on the [[Image:YellowManIcon.png]] in the Summary window toolbar.</li>
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[[Image:Location reassign.png|600px|center]]
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<div align="center">
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'' Location Summary window''
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</div>
 
<li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png | Location Reassignment]] button.</li>
 
<li>Select the item in the Location window, and then click the [[Image:YellowManIcon.png | Location Reassignment]] button.</li>
:The Pick Location window displays.
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[[Image:Location reassign2.png|600px|center]]
</ol>
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<div align="center">
 
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'' Pick Location window''
{{note| Click '''Show All''' or use the filter to find a location.}}
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</div>
 
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<li>The Pick Location window displays.
<ol start="3">
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<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>
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<li>Select a Location from the list, and then click '''Assign'''.</li>
 
<li>The Template For ''<Item>'' : ''<Item>'' window displays.</li>
 
<li>The Template For ''<Item>'' : ''<Item>'' window displays.</li>
 
<li>Select the Data Entry Form template used for the item you opened in step 1.</li>
 
<li>Select the Data Entry Form template used for the item you opened in step 1.</li>

Revision as of 21:51, 9 March 2015

Summary window toolbar

  1. Open the Location window of the item that requires location reassignment by clicking on the YellowManIcon.png in the Summary window toolbar.
  2. Location reassign.png

    Location Summary window

  3. Select the item in the Location window, and then click the Location Reassignment button.
  4. Location reassign2.png

    Pick Location window

  5. The Pick Location window displays.
  6. Filter the item list to display the desired location. Click here for help on how to filter lists.
  7. Select a Location from the list, and then click Assign.
  8. The Template For <Item> : <Item> window displays.
  9. Select the Data Entry Form template used for the item you opened in step 1.
  10. Click OK.
  11. The Data Entry Form Editor displays a new Data Entry Form. The date of information field, the item ID field, and the Reconciliation tab are automatically populated with the location reassignment information.
  12. Verify that the location reassignment information displays on the Reconciliation and Comments tabs.
  13. Approve, submit, or save the Data Entry Form.
  14. The location is reassigned when the Data Entry Form is approved.
Warning.jpg Data entered in the Data Entry Form can overwrite existing item data.
Note.jpg You can restore the previous location by unapproving the location reassignment Data Entry Form.