Transferring Ownership of Items
You can transfer all or some of the items to another cost center, organization.
Before you start
Transfer must be selected within the Execute Transactions sections in the CMDB Items tab of your Configuration Management security role. If you have jurisdictions, and want to transfer items in jurisdictions other than your own, All Jurisdictions must be selected in the Order/Purchase/Transfer section on the same window.
You can only transfer items from the On Hand view if they have the status On Hand – Available. You can do this by adding a purchase, receiving an order, canceling a reservation or canceling an allocation. The items cannot be in use, reserved or retired.
The title and any description of the current software product or inventory appear at the top of this window. The Transactions window also has two tabs:
Orders This tab allows you to add and manage your orders, that is record the number of items of a software product or inventory item you have ordered but have not yet received. Purchases
This tab allows you to view and manage your purchases, that is the number of items of the software product or inventory item you have purchased as well as received from an order. The state of these items can change, that is they can be on-hand, in use, reserved, and retired. Each state (also referred to as a “transaction pool”) is represented by the tabs or views in the Purchases view (that is On Hand, In Use, Reserved, and Retired).
Select the Purchases tab. This is just below the Description field. This tab has two browse tables. The top browse table is the list of purchases, and has columns for all the purchase transaction details. The bottom browse table has four tabs or views, On Hand, In Use, Reserved, and Retired. Each view represents the state of the purchased items after a particular transaction was performed.
You can select Filter Columns below the table to show or hide columns. A blank value in a column means that this transaction detail was intentionally left unspecified or it is not relevant to the particular transaction.
Select the Show transactions for selected purchase only radio button above the browse table to only display the items in the bottom browse table for a selected purchase. Clear this option to list the items in all purchases.
On the On Hand tab, select the purchase from the On Hand List and select Transfer.
The Transaction Details Transfer window appears. Make the necessary changes.
| Status | Select the status to apply to the transferred item |
|---|---|
Quantity | The quantity of the item. This is a read-only field. |
Transfer Quantity | Specify the quantity of the item you wish to transfer. |
Cost Center | Identify a cost center, if applicable, using the Search button. If you are in a jurisdiction, the cost centers and organizations you can select are restricted to those in the jurisdiction unless All Jurisdictions is selected in the CMDB Items tab of your Configuration Management security role. Jurisdictions are allocated to analysts through the Person Details window. |
Organization | Identify an organization, if applicable, using the Search button. If you are in a jurisdiction, the cost centers and organizations you can select are restricted to those in the jurisdiction unless All Jurisdictions is selected in the CMDB Items tab of your Configuration Management security role. Jurisdictions are allocated to analysts through the Person Details window. |
Location | Identify a location, if applicable, using the Search button |
External Supplier | Identify an external supplier, if applicable, using the Search button |
Contract | Identify a contract, if applicable, using the Search button |
Warranty Start | Use the button to identify a start date for the warranty, if applicable |
Warranty End | Use the button to identify an end date for the warranty, if applicable |
PO Number | Type the PO number, if available |
Invoice Number | Type the invoice number, if available |
License Type | If you are ordering software, specify the license type. This field is only displayed for Software Products. |
License Key | If you are ordering software, specify the license key. This field is only displayed for Software Products. |
Select OK. A separate entry is added to the browse table to record this transfer transaction. The original entry is updated to reflect the Quantity of items that did not change.