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Transfer Resource Between Containers#

🔒 Container.TransferResource

Overview#

This operation transfers a Resource from one Container to another. It is used when a Resource needs to be regrouped or reassigned for organizational or operational purposes.

Setup#

No specific setup is needed, but both the source and target Containers and the Resource must meet all preconditions.

Preconditions#

For the Resource:

  • Its Universal State is Active.
  • Is associated with the old Container.

For the old Container:

  • The Universal State is Active, not a template or on hold.
  • The System State is Available.
  • Has the Resource currently associated to it.
  • The Position Unit Type is set to Resource.

For the new Container:

  • The Universal State is Active, not a template or on hold.
  • The System State is Available.
  • Has at least 1 free position.
  • The Position Unit Type is set to Resource.
  • Must belong to the same Facility as the old Container.
  • If the Container is set to Auto Generate Position (IsAutoGeneratePositionEnabled = True), the system will assign the next available position starting from 1. If Auto Generate is disabled, you must supply a free position manually.

A valid relationship between the new Container Type and the Resource Type must exist in the ContainerResourceRelation generic table.

Warning

If the new Container has Allow Mixed Types set to False, all of the Resources inside the Container must be of the same type. Meaning that, if the Container already holds a Resource, the new one must match its type.

Sequence of Steps#

  1. Navigate to the Resource that needs to be transferred. Confirm that both the Resource and the Containers meet all preconditions.
  2. On the top ribbon, select Transfer Container.
  3. Select the new Container.
  4. If the new Container does not have the property Is Auto Generate Position Enabled set to True, you must supply an unused Container position for the Resource.
  5. Optionally, enter a comment.
  6. Select Transfer to complete the operation.

transfer_resource_between_containers

Troubleshooting#

If you can't find the Container you wish to use in the wizard, consider that:

  • The Container might not be active.
  • The Container might not be in the same area as the Resource.
  • The Container may be on hold because of maintenance.
  • The Container may not have the Position Unit Type set to Resource.

Note

Other configurations or system conditions may also affect Container visibility.