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Capital Equipment Purchase Orders

edited Mar 12, 2020 3:27PM in Ask A Guru 1 comment

I have been requested to create a Capital Expenditure Only Purchase Order Process.

We don't currently use the Fixed Asset module, however we may in the future so this will only be an interim process.

1. Out of hundreds/thousands of PO's how do you determine which ones are for Capital Equipment only?

What I have researched there are suggestions to add an identifier to the Memo field (this appears to have to high a risk for error when pulling reports/saved searches)

What I was considering was creating a checkbox called Capital Equipment

Writing a Workflow:

Condition - If Item contains '_A' or '_NS' (the suffixes of our item names)

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