Use the Purchase window to process and record purchases of new equipment. In a purchase transaction, you can buy a single piece of equipment or multiple pieces of the same type of equipment.

Purchasing equipment is a two-step process. First, you determine what will be purchased and how much, and create a purchase transaction record that reflects this. Then, when the purchase is approved, select the check box in the Accepted column, which adds the purchased equipment to your administrative unit's inventory.

To access the Equipment Purchase window, follow the steps below:

  1. Click Inventory in the top banner menu
  2. Click Purchase in the drop-down menu
Note: When the system creates new records in the Equipment Inventory window for the newly purchased and accepted items, it only copies data from the columns in the Data tab that are in the 'ds_equipment' data store object to the new records. If you need to add columns to this object, do so through General Object Properties.

Add a Purchase

To add a new equipment purchase from the Purchase window, follow the steps below:

  1. Check the boxes next to the type(s) of equipment you would like to add in the Class Codes pane on the left
  2. Click at the top of the Class Codes pane
  3. Select Buy This Equipment in the pop-up menu
  4. A new row will be added to the Purchases tab in the bottom right pane
  5. Populate the fields in your new row
    All fields with an * are required
  6. Click Save to save your new equipment
    Or Reload to erase your changes

All tabs with an * before them have unsaved changes. Make sure to click Save before navigating away from this page if you would like to keep your changes.

  • No labels

Provide Feedback