NetAsset - Adding NetAsset Ignore for Capitalization

Overview

Circumstances arise when a transaction line or entire transaction coded to the fixed asset proposal clearing account is not desired to be capitalized. Users have the option to not queue a fixed asset transaction to the Create Assets from Proposals (Clearing) or Create Asset From Proposals (CIP) screens by adding the NetAsset Ignore Proposal check box to the transaction form.

Step by Step Process - Single Transaction Line

1. Navigate to Customization > Forms > Transaction Forms
2. Click Edit link on the preferred transaction form that is to be updated (i.e. Vendor Bill) View full size
3. Here you will see the Custom Transaction Form. Navigate to the Screen Fields  tab and Expenses Subtab
4. Select the show box next to "NetAsset Ignore Proposal Transaction" View full size
5. Click Save 
6. The label will now appear on selected preferred transaction form. When the box is selected, the transaction line will no longer show up on the Create Assets from Proposals (Clearing) or Create Asset From Proposals (CIP) screens. View full size
7. For guidance on how to create assets from Proposals (Clearing) or (CIP) screens, click the hyperlinks.

Step by Step Process - Entire Transaction

1. Navigate to Customization > Forms > Transaction Forms
2. Click Edit link on the preferred transaction form that is to be updated (i.e. Vendor Bill) View full size
3. Here you will see the Custom Transaction Form. Navigate to the Screen Fields tab > Custom Subtab
4. Select the show box next to "NetAsset Ignore Proposal Transaction". The display type can be changed between normal (recommended) and inline. A normal display will show the option as check box, while inline display will show the option in the line of the of the transaction.  View full size
5. Click Save 
6. The label will now appear on selected preferred transaction form. When the box is selected, the transaction will no longer show up on the Create Assets from Proposals (Clearing) or Create Asset From Proposals (CIP) screens.
7. View full size
8. For guidance on how to create assets from Proposals (Clearing) or (CIP) screens, click the hyperlinks.