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
This filtering will only work if there is a 1:1 project to asset ratio. If there are multiple assets tagged to a project the system won't know which of those assets to build up and will return no transactions. In cases where there are multiple assets, you should use the "Asset to Build Up" transaction field to specify which of the assets associated with the project you would like to build up.