Returning Fixed or Equipment Assets

When a Fixed or Equipment asset has been issued, or sent off for repair, eventually the asset will be returned to your organisation. You can use the Return function to return the asset to the Store location, and if the asset was issued, indicate that the entity who was responsible for the asset while it was issued is no longer responsible.

To bulk return Fixed or Equipment assets:

  1. Run the Asset Module.

  2. Choose Bulk Actions>Return from the Asset menu.

    Pinnacle will display the Bulk Return window. The Bulk Return window displays a browse list of Fixed and Equipment assets.

  3. Highlight the assets that you want to return. You can use the Filter button to narrow down the list of assets.

  4. Click the Return button.

  5. Pinnacle will ask if you want to return the asset to the store location. Click the Yes button if you want to return the asset and change the asset location to the Store location. Click the No button if you want to return the asset but leave the location as it currently is.

    Pinnacle will return the selected assets. If the asset was issued, the status of the asset will be changed to In Store. If the asset was out for repair, Pinnacle will change the status of the asset back to the status that it was before it was sent for repair. Once the return is complete, Pinnacle will return to the Bulk Return window.

To return a single Fixed or Equipment asset:

  1. Run the Asset module.

  2. Choose Bulk Actions>Return from the Asset menu. Highlight the single asset that you wish to return.

    OR

    Open the asset that you want to return. Choose Bulk Actions>Return from the Asset menu. Pinnacle will open the Bulk Return window and will automatically highlight the asset that was open.

    OR

    Open the asset that you want to return. Choose Return from the Assets menu OR Choose Return from the popup menu OR Click the Return toolbar button. Pinnacle will open the Bulk Return window and will automatically highlight the asset that was open.

  3. Click the Return button.

  4. Pinnacle will ask if you want to return the asset to the store location. Click the Yes button if you want to return the asset and change the asset location to the Store location. Click the No button if you want to return the asset but leave the location as it currently is.

    Pinnacle will return the selected asset. If the asset was issued, the status of the asset will be changed to In Store. If the asset was out for repair, Pinnacle will change the status of the asset back to the status that it was before it was sent for repair. Once the return is complete, Pinnacle will return to the Bulk Return window.

Related Topics:

Filtering Browse Windows

Linking Assets