Importing a Purchase Order Line Item

To import a purchase order line item:

1. From the SunSystems Asset Import window, highlight the purchase order line item that you want to import.

2. Choose Import from the File menu

   OR

   Choose Import from the popup menu

   OR

   Click the Import toolbar button.

   If the Quantity Received field for the purchase order line item is greater than 1, Pinnacle will ask you to confirm that you want to import that number of items. Click the Yes button to confirm the import.

3. Pinnacle will display a dialog asking you to choose how you would like to import the purchase order line item. You can import the line item as either:

• A Fixed asset

• A component on the spares list

• A component in an existing asset

• An Equipment asset

Choose how you would like to import the purchase order line item and click the OK button.

4. If you chose to import the purchase order line item as either a Fixed asset or an Equipment asset, Pinnacle will open the Asset window and will fill in the asset details that are available from the purchase order line item.

5. Fill in any additional details for the asset.

6. Choose Save from the File menu

   OR

   Choose Save from the popup menu

   OR

   Click the Save toolbar button.

7. If more than one asset was added, Pinnacle will display a window where you can enter information for the assets that must be unique. Enter the details, and click the OK button.

8. The assets will be added in Pinnacle, and the purchase order line item will be removed from the SunSystems Asset Import window.

9. If you chose to import the purchase order line item as a component on the spares list, Pinnacle will open the Spares table and add a new component. The system will fill in the component details that are available from the purchase order line item.

10. Fill in any additional details for the component.

11. Choose Save from the File menu

    OR

    Choose Save from the popup menu

    OR

    Click the Save toolbar button.

    Pinnacle will save the component to the Spares table.

12. If you chose to import the purchase order line item as a component in an existing asset, Pinnacle will display a list of assets for you to select from. Highlight an asset, and click the Select button.

13. Pinnacle will open the Asset window, change to the Components tab and add a new component. The system will fill in the component details that are available from the purchase order line item.

14. Fill in any additional details for the component.

15. Choose Save from the File menu

    OR

    Choose Save from the popup menu

    OR

    Click the Save toolbar button.

    Pinnacle will save the component in the asset.