Providing purchasing information

Use the Financials tab on the CI Information form to provide purchasing information.

To provide purchasing information

1. Open a configuration item (CI), as described in Using search.
2. Click the Financials tab.

3. Complete the following fields:

   Field name	Description
   Ownership type	Select how this asset was acquired.
   Fixed Asset	Specify whether or not this asset is a fixed asset. Selecting Yes means that this asset is a tangible asset; for example, a computer. Selecting No means that this asset is a nontangible or liquid asset; for example, a software package.
   Cost Center	Specify the cost center to charge for related costs. If the CI is purchased with a purchase requisition, this field is already populated. For more information, see About cost centers and Working with charge-backs.
   Budget Code	Specify the budget code. Companies use budget codes to track expenses to specific categories. Budget codes are used in a capital or operating budget.
   Project Number	If this cost is for a project, specify the project number.
   Accounting Code	Specify the accounting code. Accounting codes correspond to an expense line in a general ledger. Companies use them to track specific line items. Examples of accounting codes might include 00021: Hardware or 00022: Software.
   Requisition ID	If the CI record was created from a purchase order, or if your applications administrator has integrated a procurement program, this field is already populated.
   Order ID	If the CI record was created from a purchase order, or if your applications administrator has integrated a procurement program, this field is already populated.
   Invoice Number	Specify the invoice number of the CI.
   Unit Price	Specify the unit price. If you create the CI record from a purchase requisition or from a purchase order, this field is already populated.
   Sales Tax	Specify the sales tax. If you create the CI record from a purchase requisition or from a purchase order, this field is already populated.
   Total Purchase Cost	BMC Asset Management calculates the total purchase cost by adding the values in the Unit Price and the Sales Tax fields.
   Purchase Date	Specify the date the CI was purchased, or click to select a date from the calendar. Note: This field is available on the General tab.

4. Choose your next step:

5. 1. To specify costs for this record, continue with Adding costs.

   2. To specify depreciation information for this record, continue with Providing depreciation information.

   3. To save your changes after you finish providing information for this record, click Save in the record.