Core TSIs : Moves : Working with Moves : Adding a move request with move lines
Adding a move request with move lines
A move starts with adding a move request to move personnel, assets or a special items to their new destination. You can add move lines to the request to specify the detailed information required for the move.
Procedure
1. Go to Move orders & requests.
2. On the action panel, select Add move request.
Or
At Move orders & requests, select Add standard on the action panel and select a relevant standard move request from the Standard order dialog box.
3. In the data section, complete the relevant fields.
Move requests have most fields in common with regular requests. Refer to the Work Orders user documentation for more information on these fields.
By making relevant selections at the Properties and Components levels you can pre-fill your move request with relevant data.
4. Link the personnel or assets that are going to move to the request, by clicking Add persons or Add assets on the Links action panel.
5. In the Add persons or Add assets dialog boxes select the persons or assets that are going to move and click OK.
Use the filter options in the dialog box to filter out the relevant assets or persons. You can for example filter assets by property, space or the person to whom the asset belongs.
Move lines are now automatically created at Details > Move lines for the linked persons or assets. Auto-generated move lines can be modified at Details > Move lines. If you have multiple move lines selected, use Modify within selection to modify data.
6. Click Save.
When the move request and its move lines have been approved by the responsible manager, the move lines can be assigned to a (standard) move order. With this move order the actual planning phase of the move is started.
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If all move lines of a move request have been assigned to a move order, the move request’s status is automatically changed to Planned. As a result, the move lines can no longer be modified.
If all move lines of a move request have been executed because the move orders to which they were assigned have been completed, the move request’s status is automatically changed to Executed. As a result, the move lines can no longer be modified.
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In order to enable automatic status transitions for move requests to Planned and Executed, the Planon administrator must make some relevant settings for the Move requests business object. See Field Definer > Making settings for specific business objects > Moves .