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How do I merge assets?

Use Merge Assets to combine two asset records into a single asset record. First, the system will copy the information from one asset record and paste it the copied information into the second asset record. Then, the system will delete the asset record that is no longer needed.


Before you get started

  • Back up the database. See the help topic titled How do I back up the Asset Management database?


Step 1: Merging assets

1. Open Connect Asset Management > Assets > Merge Assets.

2. Enter the Enter the Asset to Move to Another Asset.

This is the asset the system will copy and delete.

 

Which asset do you want to copy?

  • I know the asset number. Click on the Enter the Asset to Move to Another Asset field, then type in the number.

  • I do not know the asset number. Click Search, located at the end of the Enter the Asset to Move to Another Asset field, to view an asset list.  

 

3. Enter the Asset to Keep.

This asset becomes the master asset record.

 

 

Which asset do you want to keep?

  • I know the asset number. Click on the Enter the Asset to Keep field, then type in the number.

  • I do not know the asset number. Click Search, located at the end of the Enter the Asset to Keep, to view an asset list.  


4. Click GO (CTRL+G).  

The asset records are merged. You will not lose any transactions.

 

Step 2: Reviewing the merged record

Open Asset Inquiry to view the asset record.

Is the information in the merged record correct?

  • Yes, the merged record is correct. You're done.

  • No, the information on the merged record is in the wrong place. You need to open the Modify Existing Assets to edit the asset record.

  • No, the information was merged to the wrong asset. You need to use the Asset Management database backup that you created in Step 1 to restore the merged asset to the pre-merged state. Then, run Merge Assets again.

 

 

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