Define a capitalization policy

Create fixed asset shells automatically during purchase order creation, by defining a capitalization policy.

Before you begin

Role required: sn_shop.procurement_administrator

About this task

You can define a capitalization policy from the Sourcing and Purchasing Automation module.

Procedure

1. Navigate to All > Sourcing and Purchasing Automation > Administration > Capitalization Policies.

2. Select New.

3. On the form, fill in the fields.

|Field|Description|
|-----|-----------|
|Name|The display name of the capitalization policy.|
|Owned by|The user responsible for managing this fixed asset policy.|
|Rank|Determines the order in which a capitalization policy is processed if multiple policies are satisfied. Policies with lower ranks are honored and processed first.|
|Created|The date when this fixed asset policy is created.|
|Active|Option to decide if this policy can be used to create fixed assets.|
|Capitalize assets if|Conditions that determine the creation of a fixed asset.|

1. Select Submit.

Parent Topic:Sourcing and Purchasing Automation