Entering Purchasing Items 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 enter a new purchasing item upon which to base the asset or equipment item.

In the drop-down list in the Item Number field on the Equipment form in the Equipment Info Center, you normally select an existing purchasing item upon which to base a new asset or equipment item. The purchasing items are set up in Configuration > Purchasing & Inventory > Items Master.

If none of the existing purchasing items in the drop-down list in the Item Number field apply for a new asset or equipment item that you are entering, you can enter a new purchasing item in the Item Number field. Vision allows you to add the new purchasing item on the fly from the Equipment Info Center without having to open Items Master Configuration. This saves you from having to leave the Equipment Info Center to enter a new purchasing item in Items Master Configuration and then return to the Equipment Info Center to enter the new asset or equipment item. You can do both entries in one place.