Creating Equipment Items from the Purchase Order Process

Equipment items can be automatically generated in the Equipment Info Center from line items that you enter in the Purchase Orders application.

Line items from any type of purchase order (standard, blanket, or service) can generate equipment items. Change orders and release orders from blanket purchase orders can generate equipment items.

Equipment items are generated automatically when you final print the purchase, release, or change orders if the following conditions are met:

• The line item has a category whose type is Equipment or Capital Items. Inventory items cannot be added to the Equipment Info Center.

  Line items that you add in Purchasing are based on the items that you set up in Items Master configuration in Configuration > Purchasing & Inventory.

  You assign types to item categories on the Item Categories tab in Configuration > Purchasing & Inventory > System Settings. You specify categories for a company on the Item Categories tab in Configuration > Purchasing & Inventory > Company Settings.

• You entered one project (and only one project) to which to distribute the purchase order costs.

In addition to generating equipment items from purchase orders, you can add equipment items directly in the Equipment Info Center without a purchase order.