Thursday, March 7, 2019

Fixed Assets > Transactions > Asset Proposal > Propose Inventory Transfers

1. Create an account that will be shown in the Fixed Assets Management.
- Navigate to Lists > Accounting > Accounts > New.
- In the Show in Fixed Assets Management field, select Asset Account.
- Click Save.

2. Create an Asset Type to select the newly created account in number 1.
- Navigate to Fixed Assets > Setup > Asset Types > New.
- Under Accounts tab, select the account you created in Step 1 on the Asset Type Asset Account field.
- Set other needed fields.
- Click Save. 

3. Create an Inventory Item where you can set the new Asset Account
- Navigate to Lists > Accounting > Items > New.
- Click Inventory Item
- Under the Accounting tab > Asset Account field, set the account created in Step 1.
- Set other necessary fields.
- Click Save. 

4. Perform Inventory Transfer
- Navigate to Transactions > Inventory > Transfer Inventory
- From the Item dropdown, select the Item you created in Step 3.
- Set the From and To Locations.
- Click Save.

5. Do the Asset Proposal
- Navigate to Fixed Assets > Transactions > Asset Proposal
- Click the Propose New Assets button

 

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