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Enter an inventory item using the lookup in the Item field. Since the item is linked to an equipment model, the Purchasing Equipment Creation Entry window opens. See Setting up Models.
Note You are limited to creating a maximum of 99 pieces of equipment in this window. To create
additionalmore pieces, you will need to create additional purchase order lines
must be created.
- Complete the following fields. An indicates a required field:
- Manufacturer
Enter the manufacturer. - Operating Location
Enter the operation location. - Branch
Enter the branch. - Division Type
Enter the division type. - Category
Enter the category. - Numbering Type
The numbering type determines the format of the new equipment ID. If a default numbering type is set up for this PO type, this field fills based on PO type setup; otherwise, the numbering type defaults from equipment setup. Edit this field as necessary. - Quantity
Enter the quantity to be purchased. - Create
Select Create to generate Equipment Manager records for the item or items ordered. When equipment is ordered through the Purchase Order Processing module, an equipment ID is created for each piece of equipment based on the specified Numbering Type. The new equipment records populate into the scrolling window; you can select an item and zoom on the Equipment ID field to open the Equipment Manager. The equipment record automatically has a status of Creation on a Purchase Order. See Assigning Status Codes to Events. - Attributes
Select a line and select Attributes to record any attributes for the equipment. The Equipment Manager Attributes tab for the equipment displays. See Setting up Attributes for detailed information.
- Manufacturer
- Select OK to return to the Purchase Order Entry window.
- Select the Account Analysis button to open the POP Entry Transaction Profitability Entry window where you can verify the committed amount and enter a posting description.
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