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

Asset: This option is selected if the fixed asset which will be allocated is an Asset.
Asset Part: This option is selected if the fixed asset which will be allocated is an Asset Part.
Longevity Asset: This option is selected if the asset is required to be associated with longevity expenses.
Function Augmenter Asset: This option is selected if the asset is required to be associated with function and utility augmenter expenses.
Asset Category: The category of the allocated asset.
Type: When the Type of the asset is specified as Asset Type, this field will become active to list and select the relevant asset part type.
Asset Code: The code of the allocated asset. If the allocation is linked to a demand, and if the demanded asset is a material, the related assets can be listed, and the selection can be made from "available" assets. If the demanded item is an asset and if the demanded asset is "available", the code of the demanded asset is displayed by default. You can also list assets of the related category and select another asset in Available status.
Asset Description: The description of the allocated asset. The description is transferred to this field when the asset code is entered. You can also open the existing Assets list from this field to select an asset definition or make a new definition.
Quantity: The field used to enter the allocation quantity for assets in Other Asset category.
Unit: The main unit of the related other asset is displayed by default; however, you can also select from other units.
Lot/Serial Number: Lot / serial number of the asset.

Current Allocation Location Information
Current Allocation Location information is transferred to the corresponding fields after selecting the asset. Therefore, you cannot edit the information shown in these fields.
Type: Allocation location type is shown in the field after you designate the asset. Type options are Asset, Asset Part, Org. Unit, Employee, AR/AP and Free and it cannot be changed.

Category: This field displays the category of the related asset if the allocation location type is "Asset" or "Asset Part" and it cannot be changed.
Code: The allocation location code of the asset is shown by default. It cannot be changed.
Description: The allocation location description of the asset is shown by default. It cannot be changed.
Location Code: The location code of transport vehicles or equipment. This value is displayed by default and it cannot be changed.

Target Allocation Location Information
Type: The target allocation location type of the asset.
If the current allocation location is 'free', the target allocation location can be "Warehouse/Asset/Asset Part/Org. Unit/Employee/AR/AP".
The target allocation location can be "Asset/Asset Part/Org.Unit/Employee/AR/AP/Free" for other current allocation location types.
Category: This field displays the category of the related asset if the allocation location type is "Asset" or "Asset Part" and it cannot be changed.
Code: The allocation location code depending on your selection in the Type field (asset, asset part, warehouse, organizational unit, employee or AR/AP). You can access the related records depending on the Type info and you can select from "Available" or "In Use" records.
Description: The allocation location description depending on your selection in the Type field (asset, asset part, warehouse, organizational unit, employee or AR/AP). When you enter in the Code field, the description is transferred into this field. You can access the related records from the Description field depending on the Type info and you can select from "Available" or "In Use" records.
Location Code and Description: These are mandatory fields used to record the location of the asset if the target allocation type is Warehouse and location tracking is performed.
Auxiliary Code: The auxiliary code of the transaction. It is used to group and report allocation transactions easily.
Description: The field used to record the description of the transaction in line.

Other
Description: It is the general description of the slip.

Code Entry
Quantity: It updates the quantity of the slips lines.
Barcode: When the barcode is read on the slip (or when the data is entered manually), the "Barcode" value is entered and the asset is selected automatically.