We are currently updating our site; thank you for your patience.

Contract

Contracts - Remove Item (Internal Asset)

Follow the process below to remove an Internal Asset from a Contract and place the asset back into the company Asset warehouse.

Ribbon Access:Contract > Contracts

The Contract Listing screen will be displayed.

Select the Site that you wish to work in.

In this example, Durban has been selected.

Upon opening, this screen will default to the Active status, listing all theActive contracts for the selected site.

Note: You can only remove an Internal Asset item when the Contract is in the Active state.

Select the Contract

Select the row of the contract where you wish to remove an internal asset item.

Note:Make sure you have selected a contract that has an internal asset linked to it.

Click on Edit.

The Maintenance for Contract No,: [] screen will open.
Here you can view the Parts data grid, which lists all the machines linked to this Contract.

Select Internal Asset

Right click in the row of the internal asset item that you wish to remove from this contract.
A Process menu will pop up.

Delete Internal Asset from Contract

Select Delete - Delete Item

A Delete Row message box will pop up with the following prompt:

Are you sure you want to delete this row for item []?

Click on Yes.

Return Work Order Created

A Contract Processing message box will pop up advising the following:

A work order will be created to return the item to the asset warehouse.

Click on Ok.

Add Work Order Details

A Process Work Order Information screen will pop up.

Work Order Date Time:This will be auto populated with the current date and time.
- Either type in, or click on the drop-down arrow and use the calendar function to select an alternative date, if required
- Either type in, or use the directional arrows to select an alternative time, if required.
Assigned To: This will auto populate with the person currently logged on to the system and will be responsible for returning this machine to store.

Click on the drop-down arrow and search for an alternative person, if required.

Save Work Order Details

When you have made your selections, click on Ok.

The selected internal asset will be removed from the Parts data grid.

View Internal Asset Parent Type

Note: This internal asset will remain linked to the Contract 'CTRT' Parent Type in the Machine List for [] screen until a Return Request has been completed.

To view this, navigate to the Machine List for [] screen.

Ribbon Access: Equipment and Locations > Assets

In the Machine List for [] screen, ensure that you have selected the correct Site and that the status is set to Internal Assets.
Use the scroll bar or the filter row in the Serial No column to search for the internal asset that you have removed from contract.

Once you have found the internal asset / machine,
You will see that its Parent Type is still listed as CTRT - Contract.

Complete Return Request

You will need to return the item to store (the Assets warehouse) by completing the Return Request.

Once you have completed the Return Request you will note that the Parent Type of this internal asset / machine will now be listed as WHSE - Warehouse.