Move Assets to Another Location in Enterprise Sales Management (Managed Package)

Move your customer’s assets to another location on designated disconnect and connect dates. When you move assets, you can also check the serviceability, and perform address validation to verify the eligibility of the assets.

1. Go to the Summary tab of the quote.
2. Initiate the move operation:
   • To move a single asset, from the Actions menu (often an inverted triangle icon) for the related quote line item, select Move.
   • To move multiple assets, select their related quote line items, and then click the move multiple assets icon (often directional arrows). Alternatively, look for a Move to New Location button if available.
   

   Note If you select assets that have linear relationships, make sure that you select the related assets too. See Moving One or Multiple Assets That Have Linear Relationships to a New Location.
3. Select the Disconnect and Connect dates.
   The Connect date must be the same as or later than the Disconnect date.
4. In the Select new Location field, enter the first few characters of the new address. Select the new location if it appears as a suggestion. Alternatively, click New Location, enter the required details, and then save your changes.
5. If needed, click Validate Address.
   If the address is invalid, click Fix Location, select an alternative serviceable location, and save your changes.
6. To check the available services at the selected location, in the Serviceability Check Result section, select a category, and then click Check Serviceability.
7. Click Next.
8. Review the move dates, new location, and asset details.
   

   Note Only eligible assets are moved; ineligible assets remain unchanged.
9. Click Next.