Moving a counter to another asset

Every counter belongs to one asset, and the consumption it records is attributed to whoever occupies that asset. When a counter sits on the wrong one — a meter entered under the neighbouring unit, a device catalogued before the floor plan was settled, a sub-meter that turned out to serve a different space — it can be moved to the correct asset, keeping its readings, its history and its identity.

Moving a counter corrects where it belongs. It is not a way to record that a physical device was relocated on a given date: there is no move date and no split between a before and an after. Everything the counter has ever recorded follows it.

Navigation: Open a counter's detail panel from Operations → Assets → Counters, from the Utilities section of an asset, or from a project's counters. The action sits in the panel header, next to Edit meter.

Who can move a counter

The Move to another asset action is available to users with the Properties manager role — the same role that may edit a counter. Everyone else sees the counter's details and readings without the action.

Making the move

1. Click a counter to open its detail panel.
2. Click Move to another asset.
3. In the Move counter to another asset dialog, choose the destination in the New asset field. The list covers the assets in your organization, and the counter's current asset is not among them, so a move is always a real change.
4. Read the notice about what the move re-attributes, and the note about project prices if one appears.
5. Click Move counter.

Move counter stays disabled until an asset is picked from the list. Typing a name without selecting the suggestion does not count as a choice, so a partly typed name can never be saved as a destination.

What the move changes

The counter keeps every reading it holds, and those readings keep their dates, values and sources. What changes is the asset they are attributed to:

• All consumption follows the counter, including consumption from periods before the move. Invoice previews and drafts recalculated after the move bill that consumption to whoever occupies the new asset.
• Issued invoices are unchanged. An invoice that has already been issued keeps the figures it was issued with; only previews and drafts are recalculated.

This is why the dialog states the consequence before you confirm. If a counter was billed correctly for past periods under its current asset and only needs to be right from now on, moving it is not the right tool — the past periods move with it.

Counters with a project price

A counter can carry a price used to reinvoice its consumption to a project's client. Those prices belong to the counter and are not deleted by a move, but they stop applying, because they were set for the project that the previous asset was booked to. The dialog says so, and names how many prices are affected.

After moving such a counter, set a price for it in the project the new asset belongs to. Until you do, the counter's consumption will not be reinvoiced there. Nothing is removed in the meantime, so a counter moved back to its original asset bills as it did before.

Example use cases

• Correct an electricity meter that was recorded under the wrong unit of a building when the assets were first imported.
• Reassign a sub-meter to the space it actually serves once a floor has been re-partitioned into separate assets.
• Consolidate two records of the same physical device by moving the counter that holds the readings onto the asset you intend to keep.
• Move a counter created against a placeholder asset onto the real asset once that asset exists.