New FA Requests

Navigate to New FA Requests:

Navigate to the Accounting section and under Fixed Assets click the “New FA Request” button.

NB: A New FA Request can also be added from the FA Request page.

Main Information Block

Steps to Create a New FA Request:

Fill in Necessary Fields:

• Delivery to Location: Mandatory field for specifying where the items should be delivered.

• Requested by Department: Mandatory field for indicating the department making the request.

• Delivery to Department: Mandatory field for indicating the department receiving the items.

Update Button:

• After completing the required fields, click the Update button to save the new FA request.

Interface Change:

• Upon successful creation, the user interface will update to reflect the newly created request.

Additional Blocks

Requested Items Tab:

• QTY: Enter the quantity of items.

• Items Description: Provide additional notes about the items.

• Process Items: Indicate the status of the items.

• Process Item Linked Status

How to display the Process item linked status

• To display this status, stay on the Requested Items tab.

• Select the Approved status in the Process Items column and click Update.

• Create new process item using the entry from the Requested Items tab and click the Update button

• The Process Item Linked Status will now be displayed in the Requested Items tab.

• Note that the Approved status will be blocked, preventing any further changes.

Process Items Tab:

• Requested Item: Shows the name and description of the item and its quantity.

• Description/Comments: Space for additional information.

• FA Type: Select the type of fixed asset.

• FA Subtype: Select the subtype of fixed asset.

• FA: Enter the name of the fixed asset.

  • Use the search button to find existing fixed assets.

  • The linked order number will be displayed if there is a linked purchase or move order.

• Click on the fixed asset to open its details.

Linking Purchase/Move Orders:

• Tick the necessary entry.

• Click the Create Purchase/Move Order button.

An error message will appear if the entry already has a linked purchase order or if the FA column is empty.

Adding a New Fixed Asset:

1. Click the Add New FA button to create a new fixed asset. This will open a sidebar.

2. Fill in the necessary entries and click the Save button.

3. The new fixed asset will appear in the FA selector.

Additional Tabs

Files Tab:

• Provides a space for drag-and-drop attachments.

Approvals Tab:

• User: Displays the user's ID.

• Date: Shows the creation date of the approval.

• Click the Approve button to approve the FA Request.

• Click the Delete button to clear the tab.