Create Asset Records When Receiving Purchase Orders

To save time maintaining your Asset Register, you may create Asset Records on-the-fly when receiving Purchase Orders. 

In Transactions > Expenditure > Search / Process select Process from the Action drop down for the line you are receiving. 

Once the goods are marked as Received, a new option will appear in the actions drop down: 'Create Asset'

This opens a pop-up window to create Asset Records, with one line, and one resulting record, for each item marked as received.

Note: Once all mandatory fields have been filled, the 'copy to all' checkbox is available. Ticking this box will copy down all fields except for Serial No. Serial No must be unique for each line. 

Alternatively you may wish to create one asset record for all items received. You can do this by ticking the bulk asset record checkbox. The serial number is not mandatory when creating a bulk asset record. The total assets will automatically be set to the same amount as the number of items received and is not editable.