What’s a good practice for purchasing assets? I don’t really want to put them in Parts Inventory and that is what is needed to create a purchase order directly from a work order. There’s also no way to produce a purchase order from the Assets Module. It seems the only way is to create a purchase order directly from the Purchase Orders Module and enter the asset as a “one-off item”.
Solved
Purchasing Assets
Best answer by Katja K
Hi
You’ve got it right. Buying an asset today requires creating the purchase order in the Purchase Orders module and adding the asset as a one-off item. A purchase order can’t be created from the Assets module currently, and starting one from a work order needs a part on that work order.
This is a known limitation that we’re aware of and working on. Please feel free to share your feedback with MaintainX Support or your Account Manager so they can formally log it as a product request. We are constantly improving thanks to customers like you!
A few tips to keep your records clean for now:
- Put the asset name or ID in the PO title, notes, or a custom PO field so you can find it later.
- Attach the quote or invoice to the PO.
- When the item arrives, add the PO number to the asset’s record.
- If the purchase is for a specific job, add the cost to that work order by hand.
P.S. If your company buys assets through an ERP or finance system, that’s a good place to create the purchase. You can then add the asset in MaintainX once it arrives. If you’d rather keep it all in MaintainX, the workaround you mentioned works for now.
A big thanks again for your question!
+2- MaintainX Community Team
- Answer
Hi
You’ve got it right. Buying an asset today requires creating the purchase order in the Purchase Orders module and adding the asset as a one-off item. A purchase order can’t be created from the Assets module currently, and starting one from a work order needs a part on that work order.
This is a known limitation that we’re aware of and working on. Please feel free to share your feedback with MaintainX Support or your Account Manager so they can formally log it as a product request. We are constantly improving thanks to customers like you!
A few tips to keep your records clean for now:
- Put the asset name or ID in the PO title, notes, or a custom PO field so you can find it later.
- Attach the quote or invoice to the PO.
- When the item arrives, add the PO number to the asset’s record.
- If the purchase is for a specific job, add the cost to that work order by hand.
P.S. If your company buys assets through an ERP or finance system, that’s a good place to create the purchase. You can then add the asset in MaintainX once it arrives. If you’d rather keep it all in MaintainX, the workaround you mentioned works for now.
A big thanks again for your question!
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