NetAsset - Manage Custom Sourcing
NetAsset can facilitate the sourcing of custom data from the originating proposal transaction to the asset record as well as sourcing of custom data from the asset record to the posting transaction. The following is the setup for each:
Sourcing on Asset Creation
Navigate to NetAsset > NetAsset Setup > Manage Custom Sourcing > New
Enter field information to define sourcing from the originating proposal transaction to the asset record:
Field | Description |
| Name | Input a unique name to define the custom sourcing. |
| Trigger | Select "Asset Creation" to source from the transaction on the capitalization screen to the asset and select "Transaction Posting" to source from the asset record to any automated posting transactions. |
| From Transaction Field | Input the transaction field to source from (e.g. Vendor). |
| To Asset Field | Input the asset field to source to (e.g. Vendor). |
| Field Label | Optionally input the name to use for the custom column field. Only relevant for capitalization sourcing where the field needs to be viewed on the transaction sublist. |
| Field Type | Optionally input the type of field the custom column will be. Only relevant for capitalization sourcing where the field needs to be viewed on the transaction sublist. |
| Field Join | Optionally input the internal ID of the field the custom column should join on. Only relevant for capitalization sourcing where the field needs to be viewed on the transaction sublist. |
| Field Source | Optionally input the field source list if the Field Type is List/Record (prefix should be “customrecord_” or “customlist_”). Only relevant for capitalization sourcing where the field needs to be viewed on the transaction sublist. |
Sourcing On Transaction Posting
Navigate to NetAsset > NetAsset Setup > Manage Custom Sourcing > New
Enter field information to define sourcing from the asset record to posted asset transactions:
Field | Description |
| Name | Input a unique name to define the custom sourcing. |
| Trigger | Select "Asset Creation" to source from the transaction on the capitalization screen to the asset and select "Transaction Posting" to source from the asset record to any automated posting transactions. |
| From Asset Field | Input the asset field to source from (e.g. Vendor). |
| To Transaction Field | Input the transaction field to source to (e.g. Memo). |
| Accounts | Input the accounts for which this sourcing should apply to (e.g. apply sourcing only on Balance Sheet accounts). |
| Subsidiaries | Filter the subsidiaries for which this custom sourcing should apply (e.g. apply sourcing only for the Parent Company). |
| Asset Types | Filter the asset types for which this custom sourcing should apply (e.g. apply sourcing only on Vehicles). |
Sourcing on Inventory Reclass
Navigate to NetAsset > NetAsset Setup > Manage Custom Sourcing > New
Enter field information to define sourcing from the originating transaction to the inventory reclass record:
Field | Description |
| Name | Input a unique name to define the custom sourcing. |
| Trigger | Select "Inventory Reclass" to source from the originating transaction to the inventory reclass entry. |
| From Transaction Field | Input the originating transaction field to source from (e.g. Custom Form). |
| To Transaction Field | Input the inventory reclass field to source to (e.g. Inventory Reclass Custom Column). |
| Field Source | Optionally input the field source list if the Field Type is List/Record (prefix should be “customrecord_” or “customlist_”). Only relevant for capitalization sourcing where the field needs to be viewed on the transaction sublist. |