Field Definitions: EM Mass Location Transfers Form

The following is a list of field descriptions for the EM Mass Location Transfers form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Show Equipment Assigned To: JC Co

Show Equipment Assigned To: JC Co field on the EM Mass Location Transfer v11 form.

Entry in this field required if restricting by Job.

Specify the JC Co (from JC Company Parameters) by which to restrict the equipment search or press F4 to select from a list of valid Job Cost companies. Leave blank to include all companies.

Click the Equipment Refresh button to populate the Equipment list with all equipment meeting the search criteria. Use the Equipment/Equipment to Transfer lists to indicate the equipment to transfer.

Show Equipment Assigned To: Job

Show Equipment Assigned To: Job field on the EM Mass Location Transfer v11 form.

Entry in this field requires entry of a JC Co.

Specify the job (from JC Jobs) by which to restrict the equipment search or press F4 to select from a list of valid jobs. Leave blank to include all jobs.

Click the Equipment Refresh button to populate the Equipment list with all equipment meeting the search criteria. Use the Equipment/Equipment to Transfer lists to indicate the equipment to transfer.

Show Equipment Assigned To: Location

Show Equipment Assigned To: Location field on the EM Mass Location Transfer v11 form.

Specify the location (from EM Locations) by which to restrict the equipment search or press F4 to select from a list of valid equipment locations. Leave blank to include all locations.

Click the Equipment Refresh button to populate the Equipment list with all equipment meeting the search criteria. Use the Equipment/Equipment to Transfer lists to indicate the equipment to transfer.

Show Equipment Assigned To: Category

Show Equipment Assigned To: Category field on the EM Mass Location Transfer v11 form.

Specify the category (from EM Categories) by which to restrict the equipment search or press F4 to select from a list of valid categories. Leave blank to include all categories.

Click the Equipment Refresh button to populate the Equipment list with all equipment meeting the search criteria. Use the Equipment/Equipment to Transfer lists to indicate the equipment to transfer.

Show Equipment Assigned To: Department

Show Equipment Assigned To: Department field on the EM Mass Location Transfer v11 form.

Specify the department (from EM Departments) by which to restrict the equipment search or press F4 to select from a list of valid departments. Leave blank to include all departments.

Click the Equipment Refresh button to populate the Equipment list with all equipment meeting the search criteria. Use the Equipment/Equipment to Transfer lists to indicate the equipment to transfer.

Show Equipment Assigned To: Assigned Shop

Show Equipment Assigned To: Assigned Shop field on the EM Mass Location Transfer v11 form.

Specify the shop by which to restrict the equipment search or press F4 to select from a list of valid shops. Leave blank to include all shops in the search.

Click the Equipment Refresh button to populate the Equipment list with all equipment meeting the search criteria. Use the Equipment/Equipment to Transfer lists to indicate the equipment to transfer.

Show Equipment Assigned To: PR Co

Show Equipment Assigned To: PR Co field on the EM Mass Location Transfer v11 form.

Entry in this field required if restricting by Operator.

Specify the PR Co (from PR Company Parameters) by which to restrict the equipment search or press F4 to select from a list of valid Payroll companies. Leave blank to include all companies.

Click the Equipment Refresh button to populate the Equipment list with all equipment meeting the search criteria. Use the Equipment/Equipment to Transfer lists to indicate the equipment to transfer.

Show Equipment Assigned To: Operator

Show Equipment Assigned To: Operator field on the EM Mass Location Transfer v11 form.

Entry in this field requires entry of a PR Co.

Specify the operator (from PR Employees) by which to restrict the equipment search or press F4 to select from a list of valid employees. Leave blank to include all employees.

Click the Equipment Refresh button to populate the Equipment list with all equipment meeting the search criteria. Use the Equipment/Equipment to Transfer lists to indicate the equipment to transfer.

Equipment / Equipment to Transfer

The Equipment list shows all equipment meeting the search criteria. Use any of the following methods to move equipment to the Equipment to Transfer list:

  • Select the equipment to transfer and double-click the mouse. This method supports single and consecutive selection (using Shift key) only.

  • Select equipment and click the Add button. This method supports single, consecutive, and random selection (using Ctrl key).

  • Click the Add All button to add all equipment in the Equipment list to the Equipment to Transfer list.

The Equipment to Transfer list shows all equipment you have selected for transfer. To remove equipment from this list:

  • Select the equipment to remove and double-click the mouse. This method supports single and consecutive selection (using Shift key) only.

  • Select equipment and click the Remove button. This method supports single, consecutive, and random selection (using Ctrl key).

  • Click the Remove All button to move all equipment back to the Equipment list.

Transfer To: In Time

Transfer To: In Time field on the EM Mass Location Transfer v11 form.

Specify the time, in 24-hour format (00:00 - 23:59) to use as the 'transferred in time' for all equipment being transferred.

Note: Note that “24:00” is not a valid hour. To enter a 24-hour period that starts and ends with midnight, enter 00:00 as both the day start and day stop times.

Transfer To: Est Out Date

Transfer To: Est Out Date field on the EM Mass Location Transfer v11 form.

Specify the estimated transfer date for all equipment included in this transfer (i.e., the date you expect to transfer the equipment from the new job/location to another job/location).

Note: If you use the automatic usage posting feature and you selected the Use Est Out Date checkbox for a category or piece of equipment on a usage posting template that is associated with the job to which you are transferring the equipment, entry in this field is required.