Equipment Acquisition

Note that there are often multiple paths leading to a particular screen or function; to keep things simple, this online help only provides one path.

The acquisition process

Proposals

• About
• Create a proposal
• View financial projections for a proposal
• Change a proposal
• Create a revision for a proposal
• Cancel a proposal
• Process a proposal to create a requisition
• Process a proposal to create a lease

Requisitions

• About
• Create a requisition from scratch
• Create a requisition from a proposal
• Change a requisition
• Add attachments to a requisition
• Add new order lines to a requisition
• Order specifications
• Add-ons
• Requisition comments
• Change the estimated delivery date
• Organize multiple attachments with multiple units on a requisition
• Equipment order depreciation for a requisition
• Change tracking information
• Submit a requisition for approval
• Approve or reject a requisition
• Cancel an approved requisition
• View approval steps for a requisition

Approved Orders

Once requisitions have been approved, you can place them on purchase orders.

• Work with approved orders screen
• Place a requisition on a PO
• Add a requisition line to an existing PO
• Change an equipment PO
• Split a requisition onto multiple POs
• Create a PO for an add-on
• Unprocess a processed requisition line

Purchase Orders

• The Work with Equipment PO screen
• Add charges to a PO
• Change a PO
• Change a PO's additional detail (required & estimated delivery dates, specification reference, PDI and assigned branches, comments)
• Change a PO header (facilities, delivery date, vendor)
• Copy equipment details from other requisitions onto a PO
• Edit depreciation
• Edit order specifications
• Print a PO
• Process a PO
• Unprocess a PO
• Work with add-ons for a PO

Order Tracking

• About
• Check milestones
• View estimated delivery information for an order
• Change tracking information on a unit (unit #, pending serial #, estimated delivery, ship to and assigned branches)
• Change add-on due dates

Receipts

• About receiving equipment
• Receive equipment units
• Receive add-ons
• Post the add-on receipt
• Post the add-on receipt and record the invoice
• Change the add-on due date

Invoices

• Record the invoice for a PO
• Change an invoice
• Change an invoice header
• Taxes for a unit
• Taxes for an invoice
• Add a unit to an invoice by PO
• Add a unit to an invoice by unit
• Add charges to an invoice
• Post an invoice