Fixed Assets for research project include two type:
- Fixed assets purchase requisitions research project (To be created by College). Refer to this article which convers the process of creating Fixed assets PR for research projects.
- Fixed Asset Direct Billing (To be created by Office of Budget).
How to Create Fixed Assets Purchase Requisitions for Research Projects:
You can create fixed assets Purchase Requisitions for your research projects in Dynamics 365 by following the below steps:
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Once logged in, you will be on the Dynamics 365 home page. In the left-hand navigation pane, click on Modules.
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Navigate to and Click on Product Information Management Module.
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Select “Purchase Requisitions prepared by me”.
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In this module, you will typically see a screen of a list of existing purchase requisitions. To create a new request, click on "New", usually represented by a plus (+) sign.
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Once you click on “New”, the below page will be displayed where you need to add the below details:
- Name: Type the name of the new PR.
- Department: Represents the name of your Office/College.
- Purpose: Select “for Department”.
- Requisitions Type: Select Fixed Assets.
Once done, click on “OK” as illustrated below:
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Click on “+ Add Line”. This will create a blank row in the grid where you can enter the details for the new requisition line.
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Fill in the necessary information for the requisition such as item number, requested quantity, unit price, and the vendor account. Then, click on “Save”.
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Click on workflow, then Submit.
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Make sure to type your name in the designated comment box. Then proceed to select the “Submit” button.
