Purchase Equipment

To purchase equipment, the first task is to create a purchase transaction for what will be purchased. This is accomplished as follows:

1. In the Class Codes pane, locate the type of equipment you wish to purchase.

2. Right-click the class code description and select Buy This Equipment. The application creates a purchase transaction and displays it in the Purchases tab.

   Note: equip_purchase Rather than using this command, you could instead use the Buy Like command found in the Equipment List pane. This command appears on the shortcut menu that appears when you right-click the record for a piece of equipment similar to what is being purchased. The difference between the commands is that the Buy Like command not only creates a purchase transaction (like the Buy This Equipment command) but also copies information from the existing purchased-equipment record to the purchasing tabs of the new transaction. This can save time in the following step.
3. If necessary, in the new transaction in the Purchases tab, edit the transaction to reflect the number of pieces of this type of equipment that will be purchased. Additionally, if desired, add information to the other tabs for the equipment being purchased.
4. Click  to save the new transaction.

When the purchased equipment arrives and you want to add it to inventory, complete the purchase transaction by using the following steps:

1. In the Purchases tab, locate the transaction for the purchased equipment.
2. Click the check box in the Accepted column.
3. Click  to save the edited transaction. The system then creates new records in the Equipment Inventory window by copying the data from the Data tab to the new records. Note, however, that only data in the columns in the Data tab that are in the 'ds_equipment' data store object will be included in the new records in the Equipment Inventory window. (If you need to add columns to this object, do so through the User Control Properties Dialog Box.)