Recording Asset Swaps (End User)

You can record the swapping of an asset for another asset. You use the Swap Part Mvmt number (#) field in the Part Tracker view in the Activity List view of the Activities screen to create a one-to-one relationship between a removed asset and an installed asset. For more information, see Asset Swaps.

This task is a step in Process of Managing Service Activities.

To record an asset swap

1. Navigate to the Activities screen, then the Activity List view.

2. Drill down on the Type field for a selected activity, and click the Part Tracker view tab.

3. Create a new part movement record for the removed asset, and complete the fields as appropriate.

   Do not enter data in the Swap Part Mvmt number (#) field.

4. Add another part movement record for the installed asset, and complete the fields as appropriate.

   Select the removed asset in the Swap Part Mvmt number (#) field.