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.
   

   Table 1. Capitalization Policy form

   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.

4. Select Submit.