NetAsset - Build Up Based on Project Tagging
OVERVIEW
Use Case: Specific assets are tagged to a custom project field on the asset record. By selecting the project field on the bill, the applicable asset will be selected to be built up.
INITIAL SETUP
- Confirm that the Custom Project field has been added to the NetAsset Asset record and Bill form
- Navigate to NetAsset> NetAsset Setup > Manage Custom Sourcing
- Select New NetAsset Custom Sourcing
- On the NetAsset Custom Sourcing screen complete the following:
- Enter applicable Name (i.e. Custom Project Sourcing) and select Asset Creation as the trigger
- Select Project Grouping checkbox
- Enter the applicable fields for the sourcing information (i.e. Custom Project (Expense Line) & Custom Project)
- Enter Field Information (Optional) for visibility of the field in the capitalization proposals sublists
- Enter Field Label as desired (i.e. Project)
- Enter Field Type of List/Record
- Enter Field Source that corresponds with the custom list (i.e. customlist_custom_project)
- Select Save
STEP BY STEP PROCESS
- Navigate to the applicable bill
- Select the Project that should be Built Up in applicable custom project column
- Select Save
- Navigate to NetAsset > Update or Modify Assets > Build Up Asset from Proposals (Clearing) or (CIP)
- Select the checkbox Asset to Build Up Pre-Determined
- Click Filter Results
- The recently created bill will show with the asset sourced into the Asset to Build Up column
- Select the applicable transactions and click Build Up Asset