PURCH INFO

Use this tab to enter purchase template information for new templates and to edit purchase information in existing templates. (Always use caution when editing existing records to prevent unexpected depreciation and reporting results.) Purchase information, such as vendor, manufacturer, and asset condition data (new/used), is grouped in this subtask.

There are no system-required fields in this subtask.

If you plan to use templates, you should enter data on this tab and in the other applicable tabs or subtasks before you establish your Asset Master records. You can use template functionality at any time. Although you can change the information on this tab at any time, use caution in the timing of your edits, which may affect the types of records included in system reports.

If you have used a template to "import" data into an Asset Master record and you later make a change to a template data field, the data change will not automatically be copied to the Asset Master record without user intervention. In this circumstance, you will need to go back into the Manage Asset Master Information screen and tab through the Template No/Rev No fields to re-import revised data from the template. Alternately, you can also create a new template or the same template with an appropriate revision number that incorporates the change. Or you may bypass the template record and manually make the desired change directly in the Asset Master record.

Vendor Info

Use the fields in this group box to enter, edit, or view vendor information in the template.

Vendor

For a new template record, enter, or click to select, the vendor ID in this field, as applicable.

If your entry matches an established vendor already set up on the Manage Vendors screen, the system will automatically display the associated name in the Vendor Name field in this group box.

This field is not system-validated. You can enter a vendor ID in this field that has not previously been set up on the Manage Vendors screen.

If you enter a vendor ID that has not been previously set up on the Manage Vendors screen, the vendor ID will only be in effect for the template record and will not be written back to the Manage Vendors table.

For an existing template record, this field displays the data you entered when you originally added the template record or made subsequent edits. You can additionally edit data that displays in this field now, you can add new data to a blank field, or you can delete the existing data in this field, as desired.

A vendor is also optional in an Asset Master record on the Manage Asset Master Information and Manage Asset Purchase Information screens.

The data from this field will automatically display as the vendor in an Asset Master record if you specify the use of this template/revision number as a new or replacement template/revision number.

Vendor Name

For a new template record, enter, or click to select, the vendor name in this field, as applicable.

If your entry in the Vendor field matches an established vendor already set up on the Manage Vendors screen, the system will automatically display the associated vendor name from that table in this field.

This field is not system-validated. You can overwrite the table-provided vendor name with a different name, if desired, that has not previously been set up on the Manage Vendors screen or that is not associated with the data in the Vendor field.

Edits to the table-provided vendor name in this field will only be in effect for the template record, and will not be written back to the Vendors table.

A vendor name is also optional in an Asset Master record on the Manage Asset Master Information and Manage Asset Purchase Information screens.

The data from this field will automatically display as the vendor name in an Asset Master record if you specify the use of this template/revision number as a new or replacement template/revision number.

Asset Condition

Use the drop-down list in this group box to specify, edit, or view the asset condition of the asset for the template.

Asset condition is also required in an Asset Master record on the Manage Asset Master Information and Manage Asset Purchase Information screens.

Condition

Select the asset condition from the drop-down list. The options are:

New
Used

For a new template record, New automatically displays as the system default. You can change the default.

For an existing template record, this field will display the selection you made when you originally added the Asset Master record. You can change the selection as desired for this template record.

The condition you select for this field will automatically display as the asset condition in an Asset Master record on the Manage Asset Master Information screen if you specify the use of this template/revision number as a new or replacement template/revision number.

Before importing template data to an Asset Master record on the Manage Asset Master Information screen or to the Manage Autocreation Transactions screen, you must open the Template Import Parameters subtask, in which you can specify how the template data should be imported.

Because the system automatically supplies a default value for this field and it is not considered "blank," you can select an overwrite option for this field to be used by the system when importing template data.

Please refer to the documentation for the Template fields on the Manage Asset Master Information screen and/or the Manage Autocreation Transactions screen for more detailed information

Manufacturer Info

Use the fields in this group box to enter, edit, or view manufacturer information associated with the purchase in the template.

Manufacturer

For a new template record, enter, or click to select, the manufacturer ID in this field, as applicable.

If your entry matches an established manufacturer already set up on the Manage Manufacturers screen, the system will automatically display the associated name in the Manufacturer Name field in this group box.

This field is not system-validated. You can enter a manufacturer ID in this field that has not previously been set up on the Manage Manufacturers screen

If you enter a manufacturer ID that has not been previously set up on the Manage Manufacturers screen, the manufacturer ID will only be in effect for the template record and will not be written back to the Manufacturers table.

A manufacturer is also optional in an Asset Master record on the Manage Asset Master Information and Manage Asset Purchase Information screens.

The data from this field will automatically display as the manufacturer in an Asset Master record if you specify the use of this template/revision number as a new or replacement template/revision number.

Manufacturer Name

For a new template record, enter, or click to select, the manufacturer name in this field, as applicable.

If your entry in the Manufacturer field matches an established manufacturer already set up on the Manage Manufacturers screen, the system will automatically display the associated manufacturer name from that table in this field.

This field is not system-validated. You can overwrite the table-provided manufacturer name with a different name, if desired, that has not previously been set up on the Manage Manufacturers screen or that is not associated with the data in the Manufacturer field.

Edits to the table-provided manufacturer name in this field will only be in effect for the template record, and will not be written back to the Manufacturers table.

A manufacturer name is also optional in an Asset Master record on the Manage Asset Master Information and Manage Asset Purchase Information screens.

The data from this field will automatically display as the manufacturer name in an Asset Master record if you specify the use of this template/revision number as a new or replacement template/revision number.

Model No

For a new template record, enter a model number in this field, as applicable.

A model number is also optional in an Asset Master record on the Manage Asset Master Information and Manage Asset Purchase Information screens.

The data from this field will automatically display as the model number in an Asset Master record if you specify the use of this template/revision number as a new or replacement template/revision number.