Fleet - Purchasing

Purchases made for a vehicle are recorded in the Purchasing tab of the Fleet Management window. A vehicle is assigned to a Purchase when adding the Vehicle to the Inventory field of a Purchase Charge Line when creating the Purchase.  Double click on the Inventory field for the charge line to select the vehicle.  See Creating Purchase Orders and Creating Purchase Invoices.

How to View a Vehicle-Related Purchase: 

1. Navigate to Operations > Fleet in the main menu.

2. Filter the records at the top of the Fleet Management window to find the required vehicle.

3. Select the vehicle and navigate to the Purchasing tab.

4. A list of all vehicle Purchases is displayed.  Search by Purchase Invoice number in the box above the Invoice column to find a specific Purchase.

5. View a purchase in further detail by double clicking on a record.