Create a Purchase Order from your fixed asset

Create a Purchase Order from your fixed asset

1. Click the Form drop-down arrow.
2. Click the Fixed Assets list item. The Fixed Assets (Filter in Place) form opens.
3. Type [your initials*] in the Asset Number field.
4. Click the Filter in Place icon.
5. Click the Fixed Asset Costs button. The Fixed Asset Costs (Linked) form opens.
6. Click the Create Purchase Order button. The Purchase Orders Quick Entry (Modal) form 
opens.
7. Click the New icon. A dialog box opens with the message, “Item that has [Item: [your initials]-
J23478] does not exist. Do you want to Create/Edit Non-Inventory Item?”
8. Click the OK button. The Non-Inventory Items (Modal) form opens.
9. Type Corporate Jet #23478 in the Description field. Note: The Item and the Description must 
match the Fixed Asset Item and Description exactly.
10. Type EA in the U/M field.
11. Click the Type drop-down arrow.
12. Click the Other list item.
13. Click to deselect the Allow on Pick Workbench checkbox.
14. Type 650000 in the Unit Cost field.
15. Click the Save icon.
16. Click the Close (X) button on the Non-Inventory Items (Modal) form. You are returned to the 
Purchase Orders Quick Entry (Modal) form.
17. Type [your initials]? In the PO field.
18. Click the Vendor drop-down arrow.
19. Click the 5 list item.
20. Click the deselect the Auto Voucher check box. This is so you will not run into any issues with 
the purchase order.
21. Click the Save icon.
22. Write down your purchase order number _______________.
23. Scroll to the bottom and to the right and note that the Item Cost, Fixed Asset Number, Class 
Code and G/L Acct are now displayed against your Item.
24. Scroll left back to the beginning.
25. Click the Status drop-down arrow on the line.
26. Click the Ordered list item.
27. Click the Save icon. Note: the order header status changed to Ordered.
28. Click the Close (X) button on the Purchase Orders Quick Entry (Modal) form. A dialog box 
opens with the message, “Do you want to return an OK response to form Fixed Asset Costs 
(Linked)?”
29. Click the Yes icon. You are returned to the Fixed Asset Costs (Linked) form.
30. Click the Refresh icon. Note: the vendor, purchase order number and cost are now displayed.
31. Click the Save icon.
32. Click the Close (X) button on the Fixed Asset Costs (Linked) form. You are returned to the 
Fixed Assets form

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