Allocation and Assignment Status |
Use this screen to work with allocation and assignment statuses. This screen enables you to review, edit, or enter the appropriate information for allocation and assignment statuses.
Status
The status you are currently working on, or creating.
The following items are in the Basic Info tab on Allocation and Assignment Status screen.
Description
The description of the allocation and assignment status.
Item state
Below are the available item statuses.
Assigned: The item has been assigned to an object.
Loaned: The item has been assigned to an object and is considered LOANED. A date and time of expected return, and of assignment end are required for loaned status. The date and time of expected return must be greater than the assignment start date and time.
Finished: The assignment is finished, but has not been returned, or gone through the complete processing to be considered CLOSED. This required an assignment end date and time to be set.
Closed: The assignment is closed and the record is locked. Assignment status cannot change if item state is closed. This requires an assignment end date and time. This also triggers the post processing code to process as set up when the item has been returned.
Require condition rating
Check this box to require a condition rating for this status.
Require note entry
Check this box to require a note entry for this status.
Finalize assignment
Check this box to finalize the assignment. This can be checked when the status is either CLOSED or FINISHED. When this is set to finalized and saved, the Finalized checkbox on the Allocation and Assignment screen is checked. When the assignment is set to Finalized, the allocation and assignment record can no longer be changed.