Enter a Purchasing Item on the Fly in the Equipment Info Center

When you enter a new asset or equipment item directly in the Equipment Info Center, if needed, you can also enter a new purchasing item upon which to base the asset or equipment item.

To enter a purchasing item on the fly from the Equipment Info Center, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Equipment.
2. On the toolbar of the Equipment form, click New > New Equipment.
3. On the General tab of the blank Equipment form, enter the equipment number for the new asset or equipment item.
4. In the Item Number field, if the drop-down list does not contain the purchasing item upon which to base the asset or equipment item, enter a new purchasing item number.
5. On the dialog box that tells you that the item was not found and asks if you would like to add it, click Yes.
6. On the Items Master dialog box, enter the information for the new purchasing item on the General and Vendors tabs.
7. Click the Save button. The purchasing item is added to Items Master Configuration. You are returned to the Equipment form and now see the new purchasing item prefilled in the Item Number field.