Add an Equipment Item Directly in the Equipment Hub

You can add equipment items directly in the Equipment hub, instead of generating them automatically from another application, such as purchase orders or AP voucher transaction entry.

Asset items and equipment items in the Equipment hub are created from the purchasing items that you set up on the Items Master form in Settings > Purchasing & Inventory > Items Master.

Only purchasing items that have a category type of Equipment or Capital Items can become equipment items in the Equipment hub. Line items with a category type of Materials & Supplies or Services and inventory items cannot become equipment items.

To add a new equipment item directly in the Equipment hub:

1. From the Navigation menu, click Hubs > Equipment.
2. On the toolbar of the Equipment form, click New > New Equipment.
3. On the General tab of the Equipment form, enter information for the new equipment item:
   1. In the Item Number field, you must select an item with a category type of Equipment.
      The item's category type displays in the Type field.
   2. In the Project Number field, you must select a regular project.
4. On the Purchase Order tab, enter the buyer, the units for the equipment item, a description, and if you use multiple currencies, the currency for the equipment item.
5. On the Status tab, enter shipping and inspection information.
   You can add this information at a later time, if necessary.
6. On the Files tab, link any associated files and related URLs (web sites, FTP sites, email addresses, and news groups) to the equipment item.
7. Click Save.