Author Topic: Asset Purchases  (Read 3066 times)

PR

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Asset Purchases
« on: February 29, 2008, 12:07:38 pm »
I am new to EAM. So please forgive a naive question. But how does one go about Requisitioning and Purchasing an Asset. Let's say I need to buy a new $200,000 asset. This is clearly not an inventory item. So the purchasing steps are currently:
1. Create a new Requisition
2. Open the Requision
3. Add items - at this point I can only select Inventory items.
4. Save Requision
5. Get Requisition approved
6. Create Purchase order
7. Open the purchase order
8. Add items - at this point I can only select approved requisitions which can only hold inventory items.
9. Save the PO.

But how do I buy an asset? What is the process of approving an asset purchase request?[/list]

calemadmin

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Asset Purchases
« Reply #1 on: March 03, 2008, 08:01:50 am »
Very good question. One solution is to support non-inventory in requisition and purchase. The non-inventory item can be an asset to be purchased. When the asset is received from shipping, a new asset can then be created in asset module. Please comment if this works for you.
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PR

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Asset Purchases
« Reply #2 on: March 13, 2008, 08:33:25 am »
Ok I think that will work. The only downside I can see is that the Requisition and the asset are not automatically linked, but that is not a big issue.
So to be very clear about it the steps will be:
1. Create a new Requisition
2. Open the Requision
3. Add items - at this point I select the special Inventory Item called "Non-Inventory"
4. Save Requision
5. Get Requisition approved
6. Create Purchase order
7. Open the purchase order
8. Add items - at this point I select the approved requisitions.
9. Save the PO.
10. When the goods arrive I confirm that the shipment contains what was ordered.
11. If everything is in order a new asset is now manually created.

calemadmin

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Asset Purchases
« Reply #3 on: March 15, 2008, 09:45:28 am »
A feature proposal is added as mantis 110.
http://www.calemeam.com/apps/mantis/view.php?id=110
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