Transferring equipment between organizations - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1

Transfer equipment between organizations within your company if you use multi-organization security.

You can only transfer equipment records with a system Status of Installed. You cannot transfer equipment records with any other Status. In addition, you cannot transfer any equipment record that meets the following criteria:

  • It is flagged as Out of Service.

  • It is associated with a change notice.

  • It has work orders with a system Status of Work Requested or Released.

  • It has work orders with a system Status of Bypassed or Awaiting Execution and for which there are open purchase orders, purchase requisitions, or items being held in store.

  • It has a parent record within an equipment hierarchy.

  • It has a child record that has a second parent record.

  • It has a child record that belongs to a different organization.

  • It has non-superseded PM work orders and PM Revision Control is On.

  • It has a child equipment record that already exists in the new organization.

  • It already exists in the new organization, but its children do not.

  • It already exists in the new organization with a system Status of Awaiting Purchase, Installed, In Store.

    You can transfer an equipment record that has child records in an equipment hierarchy; however, the child equipment records must meet the same criteria as noted above.