Use this tab to view information about the purchase order from which the equipment item was created, or enter information for equipment items that were not entered through the purchase order process.
If an equipment item was generated from line items on a purchase order, change order, or release order for a blanket purchase orders, this tab prefills with the information that was entered for the line item in the Purchasing application. You cannot edit the prefilled fields.
If you are creating a new equipment item directly in the Equipment Info Center (without a purchase order), there are some fields on this tab that apply. This allows you to provide additional information and give an equipment item a value.
Fields
| Field | Description |
|---|
| PO / CO Number
|
This field displays the number of the purchase order or change order from which this equipment item was created. The number is an underlined hyperlink that will open the purchase/change order when you click it. It lets you quickly view all the purchase/change order information on the Purchase Orders form. Click
Back on the main Vision menu to return to the Equipment form from the Purchase Orders form.
|
| Release Number
|
If this equipment item was created from a release order for a blanket purchase order, this field prefills with the release order number.
|
| Sequence Number
|
This field displays the sequence number of the purchase order line item from which this equipment item was created. The sequence number is displayed in the
Seq column of the Line Items grid on the Line Items tab on the purchase order.
|
| Currency
|
This field applies if you use multiple currencies in Vision.
If this equipment item was generated from a purchase, release, or change order, this field prefills with the currency that was entered for the purchase, release, or change order in the Purchasing application.
If you are manually entering a new equipment item, select the currency for the item from the drop-down list.
|
| Status
|
This field displays the status of the purchase order or release order from which the equipment item was created.
Possible statuses are:
In Progress,
Submitted,
Approved,
Rejected,
Changed,
Printed, or
Cancelled.
|
| Type
|
This field displays the type of the purchase order from which the equipment item was created. Possible types are:
Standard,
Blanket, and
Service.
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| Unit
|
If the equipment item was generated from a purchase, release, or change order, the unit of measure for the line item from the purchase, release, or change order displays in this field.
If you are manually entering a new equipment item, select the unit for the item from the drop-down list.
|
| Unit Price
|
If this equipment item was generated from a purchase, release, or change order, this field displays the unit price from the purchase, release, or change order.
If you are manually entering a new equipment item, enter the unit price for it.
|
| Buyer
|
If this equipment item was generated from a purchase, release, or change order, the buyer that was entered for the purchase, release, or change order displays in this field.
If you are manually entering a new equipment item, click
 in this field, and select the employee who is the buyer for the item.
|
| Vendor
|
This field displays the vendor that was entered on the purchase, release, or change order from which this equipment item was created.
|
| Vendor Contact
|
This field displays the default purchasing contact for the purchase order's vendor. This contact is entered in the
Contact field in the Purchasing section of the Accounting tab in the Vendor Info Center.
|
| Closed
|
If this equipment item was generated from a purchase order, release, or change order, this check box prefills with the
Closed check box setting from the purchase order, which indicates whether or not the purchase, release, or change order is closed.
|
Requisition Section
| Field | Description |
|---|
| Number
|
If this equipment item was generated from a purchase, release, or change order and a purchase requisition was entered for it, this field displays the requisition number.
|
| Status
|
If this equipment item was created from a purchase, release, or change order and a purchase requisition was entered for it, this field displays the status of the purchase requisition.
|
Text Box
| Field | Description |
|---|
| Descriptions
|
If this equipment item was generated from a purchase order, release, or change order, this text box prefills with the contents of the
Description text box on the General tab of the purchase order from which the equipment item was created.
If you are manually entering an equipment item, enter a description or notes.
|
Purchase Order Section
This section displays information from the purchase, release, or change order from which an equipment item was created. For equipment items that you manually enter directly in the Equipment Info Center, enter information in this section to use for creating a purchase order from the equipment item.
| Field | Description |
|---|
| Quantity
|
If this equipment item was generated from a purchase, release, or change order, this field displays the quantity that was entered for the purchase, release, or change order line item in the Purchasing application.
If you are manually entering a new equipment item, enter the quantity of the equipment item.
|
| Amount
|
If this equipment item was generated from a purchase, release, or change order, this field displays the line item's net amount from the purchase, release, or change order.
If you are manually entering a new equipment item, this field prefills with the calculated amount from the entries that you make in the following fields on this tab:
Unit Price times Purchase Order
Quantity field (based on the
Currency).
|
| Date
|
This displays the line item's due date from the purchase, release, or change order.
|
Received Section
This section displays information about the receipt of this equipment item that was entered through Purchase Order Receiving.
| Field | Description |
|---|
| Quantity
|
This displays the quantity of this equipment item that you received.
|
| Amount
|
This displays the monetary value of the quantity received for this equipment item.
|
| Date
|
This displays the date that the equipment item was received.
|
Invoice Section
This section displays information from the accounts payable voucher that you created from the purchase order when you received the payables invoice from the vendor.
| Field | Description |
|---|
| Quantity
|
This field displays the quantity that was entered on the accounts payable voucher for this equipment item.
|
| Amount
|
This field displays the monetary amount that was entered on the accounts payable voucher for this equipment item.
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| Date
|
This field displays the date that was entered on the accounts payable voucher for this equipment item.
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