Considerations for Transferring An Asset To Another Organization

You can update the operating organization of an enterprise asset to transition between organizations. This is helpful when an asset physically moves locations or is maintained by another maintenance-enabled organization. If an asset is in an inventory location, then it can't be moved by updating the operating organization. Then, you must first perform the inventory move then update the asset's operating organization.

Here are some additional considerations for maintenance work orders when you transfer an asset to another organization:

• Open maintenance work orders don't move because they're organization specific. They remain open and you must execute them in their organization only.

• You can't search for work orders history on the Manage Work Orders page because it's organization specific. Use the Transactions tab on the Edit Asset page and leverage OTBI for access cross-organization work order history.

• Cost history is organization specific. Use the Costs tab on the Edit Asset page and leverage OTBI for access cross-organization work order cost history.

• Asset meters aren't organization specific, so no impact.

• Preventative maintenance programs don't move, as they're organization specific. The forecast stops for the asset across all programs in the former organization when you run the forecast scheduled process. You must create a new program in the new organization. If the asset transfers back to the former organization, the forecast stops and restarts for the current organization reference. However, note that the sequence and next due of the forecast may be impacted. So, you may have to create a new work requirement

• Parent and child assets must be in the same organization, so both must move together.