Add an Equipment Item Directly in the Equipment Info Center

You can add equipment items directly in the Equipment Info Center, 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 Info Center are created from the purchasing items that you set up in Items Master configuration in Configuration > Purchasing & Inventory.

Only purchasing items that have a category type of Equipment or Capital Items can become equipment items in the Equipment Info Center. 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 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 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 in Vision, 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.