Overview
Inventory and Asset items are acquired by methods that can be the same and different from each other. These methods usually have a corresponding document, usually a Donation or a Purchase Order, to complete the acquisition of the selected inventory item. Other acquisition types depend on the needs of the customer or organization. This function represents all acquisition types valid for the acquisition of an Asset Item or Inventory Item. The information displayed on this screen is a user defined catalogue of acquisition types used in the organization.
Navigation
Admin ► Support Entities ► Acquisitions ► Acquisition Types
Acquisition Type screen Fields
Field | Definitions |
Id | Unique identification code of Acqusition type. |
Description | This is a brief description of the acquisition type, examples are: 'Purchase Order' 'Donation', 'Grant', Etc |
Overview
Acquisition screen Contains the Acquisition Information for several Asset Items or Inventory Items acquired by the same method and corresponding document, usually a Donation or a Purchase Order, however more Acquisition Types might be available.
Admin ► Support Entities ► Acquisitions ► Acquisitions
Acquisition screen Fields
Field | Description |
ID | Unique identification code of acquisition entered either manually or system generated based on parameter setting. |
Reference Number | Reference number depending on the acquisition type is entered is in this field manually. |
Acquisition Type | Acquisition type is to selected from the available option. Probable values are: Journal Voucher, Expense Voucher, not applicable, etc. |
Acquisition Date | This is the date when the items were acquired. If the acquisition information is generated by the GRN, then the date must be equal to the purchase order date. |
Reception Date | This is the date when the items were received. If the acquisition information is generated by GRN, then receipt date must be equal to GRN date. |
Acquisition Entity Type | Entity associated with the Acquisition Type, but if the acquisition type is not being managed by the FreeBalance Accountability Platform, this value must be 'not applicable'. |
Acquisition Information Source | User will select acquisition source from the drop-down list. The source from where the acquisition information is generated gets selected in this field. The possible values are: GRN, Web service, Manually entered and others. |
Is Acquisition Referenced By Financial | The default value is false. It is read only for the user. It's value is set to true by system when Asset item financial transaction is approved. |
Description | A description of the acquisition information, this is only applicable for manually entered acquisition information instances. |
Details | This attribute may contain information about the acquisition conditions, e.g. donation restrictions, sole destination of assets, etc. |
| Institution Tab | User can attach one or more institution with the acquisition. |