Swapping a Component

Access the Component Changeout form.

Start Effective Date

Enter the date on which an address, item, transaction, or table record becomes active.

The meaning of this field differs, depending on the program. For example, the effective date can represent:

  • The date on which a change of address becomes effective.

  • The date on which a lease becomes effective.

  • The date on which a price becomes effective.

  • The date on which the currency exchange rate becomes effective.

  • The date on which a tax rate becomes effective.

Replaced Component

Enter an identification code that represents an asset. You enter the identification code in one of these formats:

  • Asset number (a computer-assigned, eight-digit, numeric-control number).

  • Unit number (a 12-character alphanumeric field).

  • Serial number (a 25-character alphanumeric field).

Every asset has an asset number. You can use unit number and serial number to further identify assets. If this is a data entry field, the first character that you enter indicates whether you are entering the primary (default) format that is defined for the system, or one of the other two formats. A special character (such as / or *) in the first position of this field indicates which asset number format that you are using. You assign special characters to asset number formats in the fixed assets constants.

New Component

Enter an identification code that represents an asset.

You enter the identification code in one of these formats:

  • Asset number (a computer-assigned, eight-digit, numeric-control number).

  • Unit number (a 12-character alphanumeric field).

  • Serial number (a 25-character alphanumeric field).

Every asset has an asset number. You can use unit number and serial number to further identify assets. If this is a data entry field, the first character that you enter indicates whether you are entering the primary (default) format that is defined for the system, or one of the other two formats. A special character (such as / or *) in the first position of this field indicates which asset number format that you are using. You assign special characters to asset number formats in the fixed assets constants.

Move Children

Enter a code to indicate whether the children of the component being changed-out stay with the component. Values are:

On: Attach children to the new component

Off: Do not attach children to the new component

Detail From Parent

Enter a code that specifies whether the new component retrieves default values from the new parent.

Examples of default values are location, business unit, equipment status, customer, and site. Values are:

On: Retrieve default values from the new parent.

Off: Do not retrieve default values from the new parent.