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The allocation of an asset to an organizational unit, employee or AR/AP for an indefinite time is saved with Allocation Slips. Furthermore, warehouse to warehouse transfers are also performed with allocation transactions. Allocation slips are used to record the allocation of an asset from warehouse to use, from free to use, from use to use, from use to warehouse and from warehouse to warehouse.
Allocation information is recorded by clicking the arrow icon next to the New option in Asset Transactions browser, and Allocation is selected as the transaction type. The following information is recorded in the slip:

Slip Number: The allocation slip number. This field is mandatory.
Date: The slip date. System date is shown by default. This data can be changed if necessary.
Time: The record time of the slip.
Aux. Code: A secondary coding field used to group allocation transactions. The string is 10 characters long. Alphanumeric characters can be used for coding. The code allows the user to classify the allocation slips by company specific criteria.
Authorization Code: Used to define detailed authorizations. Each user may be authorized to use different records depending on job definitions. This field is 10 characters long, and alphanumeric characters can be used to define the code.
Document Number: The allocation slip document number.
Relevant Employee: The employee information related to asset allocation is recorded in this section. Recorded employee cards are listed on the employee number and the relevant employee is selected.
Demand Number & Demand Date: Demand information (number, date and reason fields) fill automatically in Allocation Slips that are generated over an asset allocation demand.
Contract No: Refers to the contract number of the asset which is commissioned by a Leasing record. This field opens the Purchase Contracts browser listing the contracts that are transferred from Leasing records in Approved status.
Allocation information is recorded in the fields grouped under the Asset, Target Allocation Location and Related Slip headings in slip lines.
Type: Used to designate the allocation type. The options are:

  • Asset
  • Asset part
  • Longevity Asset
  • Function Augmenter Asset

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