Executing a move
You can update the Planon ProCenter database with data that is valid after the personnel and assets concerned have actually moved.
Procedure
1. Go to Move orders & requests.
2. Select the move order(s) that are required to execute the move.
 | The move lines of the order should be carried out in the order of their move date-time. So the lines with the earliest move date-time are carried out first. |
3. In the Status transitions action panel, select the Technically completed status or the Administratively completed status.
Or, if you have selected multiple move orders:
4. Select Action on selection.
In the Question dialog box click OK.
In the Action on selection dialog box, select the Technically completed status or the Administratively completed status, followed by clicking OK in the Question dialog box. A warning message is displayed.
5. Click Proceed if you are sure that you want to execute the move.
All relevant data concerning the personnel and assets involved in the move lines, such as property, space, department etc, will be updated with the destination data from the move order.
For multiple assets, a new location assignment may be added or old ones may be deleted as a result of the move.
| | Once the move order is executed, it can no longer be modified. |
Data concerning the person is updated with the move line data as follows:
Field of move line (in Moves ) | Field of person (e.g. in Personnel TSI) |
|---|---|
Value in To property field | Updates the Property field |
Value in To space field | Updates the Space field |
Value in To department field | Updates the Department field |
Value in To cost center field | Updates the Cost center field |
Value in To phone field | Updates the Phone number field |
Value in To email field | Updates the Email field |
Value in a free field configured with Derive and Restore field type in Field Definer. | Updates the field from which the free field was derived. |
Data concerning assets is updated with the move line data as follows:
Field of move line (in Moves ) | Field of asset (e.g. in Assets TSI) |
|---|---|
Value in Number of items field | Updates the Quantity field |
Value in To space field | Updates the Space field |
Value in To department field | Updates the Department field |
Value in To property field | Updates the Property field |
Value in To cost center field | Updates the Cost center field |
Value in Change to owner field | Updates the Of person field |
Value in a free field configured with the Derive and Restore field type in Field Definer. | Updates the field from which the free field was derived. |