Perform a Mass Transfer

In this example, you transfer multiple assets between employees, depreciation expense accounts, and locations in a single transaction.

Transfer Multiple Assets

  1. On the Assets page, click the Transfer Assets panel tab.

  2. On the Transfer Assets page, click the Mass tab.

  3. Click the Create icon.

  4. Select VO US CORP in the Book field and click Next to open the Enter Mass Transfer page.

  5. Enter New Mass Transfer in the Batch field.

  6. In the Transaction Details section, enter the transfer date.

  7. On the General tab in the Asset Selection Criteria section, enter these values:

    Field

    Value

    Asset Type

    Capitalized

    Depreciation Method

    STL

  8. On the General tab, click the Location Filter icon.

  9. Click Add Fields and add the Country, State or County, and City fields.

  10. Enter location information indicating where the assets are being transferred from:

    Field

    Value

    Country

    USA

    State or County

    NY

    City

    NEW YORK

  11. Click OK.

  12. In the Transfer Details section, click the Location Filter icon.

  13. Click Add Fields and add the Country, State or County, and City fields.

  14. Enter location information indicating where the assets are being transferred to:

    Field

    Value

    Country

    USA

    State or County

    CA

    City

    LOS ANGELES

  15. Click OK.

  16. Click Save > Save and Close.