Before starting, make sure that CIP and CIP Assets have been created.

Steps to create CIP Items manually:

Navigate to Fixed Assets > CIP Items and click on New CIP Item.
Provide a unique CIP Item Name, select a CIP, and a CIP Asset.
We recommend batching the file into a smaller size to more easily keep track of any errors that may occur.
Enter any other information as needed.
Click Save.

Steps to import CIP Items in Bulk:

Populate the CIP Item template (provided as part of the FA Configuration Workbook) and navigate to Fixed Assets > CIP Items > Import.
Choose the .CSV file and select the import mode as online if there are fewer than 5000 records in the file; otherwise, select offline.
Click Next.
Map the fields and click Import.

Steps to create CIP Items via AP Bill/PO/CC Automation:

Create an AP Bill/PO/CC and navigate to the Entries section.
Select a GL Account/Item appropriate to AP Bill/CC or PO transaction creation. Upon selection, the application will show the additional CIP fields if the GL Account is related to CIP.
Provide a CIP Item Name, CIP GL Posting Date, and select the CIP Asset from the drop-down menu. Only the CIP Assets related to that CIP GL Account and in the “In Progress” status will be displayed in the drop-down menu. CIP GL Posting Date is used to determine when the CIP Items are accumulated over time.
Post the transaction.
The application will create a CIP Item and assign it to the CIP Asset along with all the dimensions assigned on the AP Bill/PO/CC.

23. Creating a CIP Item