Overview
When transferring items within ToolWatch, the Assignment Date—not the Transfer Date—dictates the item's location within the system. To ensure accurate inventory management, users must understand that items are assigned to the location associated with the latest Assignment Date recorded. This principle ensures that the most recent transfer instructions are prioritized over older data.
Guidelines for Successful Transfers
To ensure an item's location updates correctly during a transfer, follow these general principles:
Use Today's Date: Use the current date as the Assignment Date for all standard transfers to ensure it is the most recent entry in the system.
Prioritize Latest Dates: Verify that your transfer has a more recent Assignment Date than any previous assignments to successfully override the old location.
Avoid Backdating: Refrain from backdating the Assignment Date to a time earlier than another recorded entry, as ToolWatch will prioritize the latest date and the item will not move.
Check History Before Backdating: If you must backdate a transfer, first right-click the item and select View Transaction History to confirm that no subsequent Assignment Dates exist after your chosen date.
Identify Conflicts: If you discover a more recent Assignment Date in the transaction history, use the current date for your transfer instead to guarantee the location updates accurately.
Why Transfers May Fail to Move Items
If an item does not appear in its new destination after a transfer, it is typically due to a date conflict:
The "Latest Date" Rule: If a transfer is saved with an Assignment Date that is earlier than an existing record, the system will keep the item at the location tied to the newer date.
Backdating Risks: Backdating is only successful if no other assignments or location changes have occurred since that specific historical point in time.