Add a New Equipment Item Without a Purchase Order

You can add equipment items directly in the Equipment Info Center without a purchase order.

The equipment items that you add to the Equipment Info Center are based on the items that you set up in Items Master configuration in Configuration > Purchasing & Inventory.

Only items that have a category type of Equipment or Capital Items can become equipment items. Inventory items cannot be added to the Equipment Info Center.

To add a new equipment item directly in 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, you must:
   • Select an item in the Item Number field with a category type of Equipment or Capital Items.
   • Select a project in the Project Number field.
4. Enter the remaining information on the General tab.
5. On the Purchase Order tab, enter the buyer, the units for the equipment item, a description, and if you use multiple currencies in Vision, the currency for the equipment item.
6. On the Status tab, enter shipping and inspection information . You can add this information at a later time, if necessary.
7. On the Files tab, link any associated files and related URLs (web sites, FTP sites, email addresses, and news groups) to the equipment item.
8. Click Save.