Asset Transfer Module

The asset transfer module has three primary statuses - Open, Pending, and Closed, each reflecting the current state of an asset transfer request.

1. Transfer Statuses

• Open: The transfer status can be Requested, Approved or Admin Approved.
• Pending: The transfer Status can be Transit, Issued or Received.
• Closed: The transfer status can be Receipt Approved or Rejected.

2. Types of Asset Transfers

• Transfer Location: Transfer assets from one location to another.
• Transfer Repair: Send assets to an external supplier/service provider for repairs.
• Transfer Returnable: Transfer assets temporarily to an employee.
• General: Transfer materials from locations.

3. Status Progression

Each transfer request progresses through different statuses based on approval levels for issuing and receiving. These statuses may vary according to the client’s configuration settings.

a. Standard Statuses

• Requested - New Transfer Request Initiated
• Approved - Level 1 Approved
• Admin Approved - Level 2 Approved
• Transit - Level 3 Approved
• Issued - General type after all levels of issue approval
• Received - Received Transfer
• Receipt Approved - Approved Transfer Receipt

b. Simplified Workflow (if no parameters are configured)

• Requested - New Transfer Request submitted
• Transit - Issue Approved
• Received - Received Transfer
• Receipt Approved - Approved Transfer Receipt

4. Configurable Parameters in Company Master

• Disable approval for internal location transfer: Skip issue approvals while transfer assets from one location to another.
• Disable Approval for Receipt in Transfer: Skips additional security checks while receiving transfers.
• Disable Receipt for NRGP General: Prevents the receipt process and receipt approval for Non-Returnable General Transfers.

5. Returnable Date Requirement

• Returnable and Repair Transfers: The "Returnable Date" is mandatory.
• General Transfers: The returnable date is optional.
• Transfer Location: The returnable date is not required.