NetAsset - Transfer Proposals

Overview

The NetAsset Transfer Proposal feature streamlines the bulk transfer of assets across subsidiaries, departments, classes, locations, custom segments, and asset types. This functionality is especially useful when managing a high volume of asset transfers involving various segment combinations.

This article outlines how to use the CSV Import Tool to load transfer proposals into the system and how to initiate the mass asset transfer process.

Step-by-Step Process

Prepare the CSV File

Start by creating a spreadsheet with the required information for each asset transfer.

Required Fields:
- Asset (to be updated)
- Status (e.g., Approved or Pending Approval)
Optional Fields - These fields define the new segment values and/or asset type to be updated as part of the transfer:
- Subsidiary
- Department
- Class
- Location
- Asset Type

Import Transfer Proposals into NetSuite

Navigate to Setup > Import/Export > Import CSV Records.
Use the following settings:
- Import Type: Custom Records
- Record Type: NetAsset Transfer Proposal
- Data Handling: Add
- Run Server SuiteScript and Trigger Workflows: Checked
Continue through the import steps:
- Map the CSV columns to the corresponding NetSuite fields, and then click Next.
  - Use Internal IDs where possible to reduce mapping errors.
- (Optional) Enter a name in the Import Map Name field to save your mapping.
- Click Save and Run to begin the import.

Saved mappings can be accessed at: Setup > Import/Export > Saved CSV Imports

After the import completes, confirm that all records were successfully created.

Only transfer proposals with a Status of Approved will be available for processing in the Transfer Assets module. Proposals in a Pending Approval status must be approved before they can be processed.

Initiate Mass Asset Transfer

Navigate to: NetAsset > Update or Modify Assets > Transfer Assets.

Click Switch to Proposals to filter the view to transfer proposals.
Select the proposals you want to process by checking the corresponding boxes.
Click Transfer to initiate the batch process.

Note: Only approved proposals will appear in this list.

After the transfer is initiated, the system will redirect to a processing page.
Once the status changes to Complete, a Transfer Record will be generated for each selected asset, and the updated segments and/or asset type will be reflected on the corresponding asset records.

Trigger Transfers Individually

Transfer Proposals can also be processed individually if needed.

To do so, open the desired Transfer Proposal record. Ensure the status is set to Approved—the Transfer button will only appear if the proposal has been approved.
Click Transfer.

In the confirmation dialog, click OK to proceed.

Once the process completes, a Transfer Record will be generated for the asset, and the updated segments and/or asset type will be reflected on the corresponding asset record.

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