Path: Material > Purchase > CEAR / Identity Tab
The Capital Expenditure Approval Request (CEAR) module is used to track purchases that have a specific budget. Once you create the CEAR records, add the CEAR number to a new Purchase Order in the Other Information Section of the Purchase Order / Identity Tab.
CEAR is included as an Approval Routing option so that each CEAR purchase must be approved before issuing the Purchase Order if you use Approval Routing.
When creating a new Purchase Order, WebTMA alerts you if the amount exceeds the available CEAR amount balance and does not allow you to save the record.
CEAR Identity Tab
Most fields on the CEAR / Identity Tab are required. The Used Amount field is read-only and reflects the amount expended.
To add a new record:
- Select Add on the WebTMA toolbar.
- Complete the required fields.
- Choose Save on the WebTMA toolbar.
After the CEAR record is saved, create Purchase Orders and apply the CEAR number to them.
CEAR Purchase Orders Tab
As Purchase Orders are created, look to the Pending and Approved Sections on this Tab to review general information about the purchases applied to a given CEAR number.
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