NetAsset - Custom Segment Configuration

Overview

Sourcing custom segments in NetAsset allows you to automatically pull custom segment values from the NetAsset record onto journal entries. This is essential when you want a custom segment to show up on financial transactions and reports.

Step-by-Step Process

Create a new field on the NetAsset record to pull in custom segment

1. Follow instructions in NetAsset - Add Custom Fields to create new field on asset record
2. Make sure the Type is 'List/Record' and you select the custom segment under List/Record (e.g,'Class') View full size

Create a new field on the NetAsset schedule line record

1. Navigate to Customization > Lists, Records, & Fields > Record Types
2. Select the NetAsset Schedule Line record hyperlink  View full size
3. On the Forms subtab, select Customize to the left of the 'Netgain NetAsset Schedule Form'.  View full size
4. Update the name for the customized form and confirm the 'Form is Preferred' checkbox is marked  View full size
5. Use the drop-down arrow next to the save button to select Save & Edit  View full size
6. Navigate to the 'Fields' subtab and select New Field View full size
7. This opens up the creation screen for a new field to be added to the record. Add a Label (and optional ID), select 'List/Record' as the Type, and select the custom segment under List/Record (e.g,'Class') View full size
8. Click Save
9. Navigate back to the form and go to the Fields subtab. Check the Show box next to the field you created. Select the appropriate Field Group from the dropdown menu. Drag the field to the position you want View full size
10. Select Save to save preferences

Connect the custom segment on the Schedule Line to the corresponding value on the Asset Record. 

1. Navigate to Customization > Lists, Records, & Fields > Record Types.
2. Locate the NetAsset Schedule Line record type in the list.
3. Click the Edit link next to the NetAsset Schedule Line record.
4. On the NetAsset Schedule Line record customization screen, navigate to the Fields subtab. View full size
5. Find the custom custom segment you created and click on it to begin editing its settings.
6. On the field’s customization screen, go to the Sourcing & Filtering tab.
7. In the Source List field, select Asset. This tells the system to pull data from the asset record.
8. In the Source From dropdown, select the custom segment field on the asset record that you want to source (e.g., "Class").
9. Select Apply to Forms. View full size
10. To check your work, open an existing NetAsset Schedule Line record or create a new one. Verify that the custom field now displays the value sourced from the corresponding field on the asset record. View full size

Adding the custom segment as a column on the Depreciation Schedule sublist

1. Navigate to Customization > Lists, Records & Fields > Record Types 
2. Find the NetAsset Asset Record
3. On the task bar, select Sublists 
4. Locate the sublist, "NetAsset Depreciation Schedule Sublist" and copy this title into the Global Search. Select the saved search that populates in the results. 

View full size 5. On the Saved Search, select Edit this Search and rename the search to something unique. Select Save As 

6. On the results subtab, add a new column with the newly created the custom segment. Select Save.

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7. Navigate back to the list of sublists on the NetAsset Asset record (the same location as Step 4). Change the drop down from "NetAsset Depreciation Schedule Sublist" to the name you previously created in Step 5. Select Save. 

8. To ensure this process worked properly, go to an Asset record to see if the desired column was added to the sublist.

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Show the custom segment on NetAsset custom transactions

1. Go to Customization > Forms > Transaction Forms.
2. Find and Edit the applicable forms:
   1. NetAsset Capitalization Entry Form, NetAsset Depreciation Entry Form, etc. View full size
3. On the form customization screen:
   1. Navigate to Screen Fields > Lines. View full size
   2. Find your custom segment (e.g., Class) and set it to Show by selecting the Check Box View full size
   3. Save the form.

Create the custom sourcing

1. Navigate to NetAsset > NetAsset Setup > Manage Custom Sourcing
2. Click New NetAsset Custom Sourcing
3. Fill out the following:
   1. Name: Give your sourcing rule a clear name.
   2. Trigger: Select Asset Creation (fires when a journal entry posts).
   3. Custom Segment Checkbox: Check this box to show system this is a custom segment. View full size
4. Set the Source and Target Fields:
   1. From Asset Field: Select the custom field on the asset (e.g., Class).
   2. To Transaction Field: Select the journal line custom segment field (look for (Journal Line) in the name, e.g., 'Class (Journal Line)').
   3. Schedule Line Segment Field: Select the custom field on the asset (e.g., Class).  View full size
5. Apply any necessary filters (optional):
   1. Filter by transaction types (Depreciation, Capitalization, etc.)
   2. Filter by Accounts, Subsidiaries, Types, or Accounting Books if needed. View full size
6. The setup described above will ensure that your custom field appears on the Standard Transfer Suitelet. However, if you also want these fields to appear on Transfer Proposals, using the same custom sourcing as Standard Transfers, scroll down to the bottom of the configuration page, where you can specify the custom fields you'd like to transfer when generating a Transfer Proposal. For detailed instructions on setting up and using the Transfer Proposal functionality, please refer to this article. 
   View full size
7. Save the custom sourcing rule

 Custom segment during asset creation

1. Navigate to NetAsset > NetAsset Setup > Manage Custom Sourcing
2. Click New NetAsset Custom Sourcing.
3. Fill out the following:
   1. Name: Give your sourcing rule a clear name.
   2. Trigger: Select Asset Creation (sources segment from the source transaction to the asset creation screen) View full size
4. Set the Sourcing Information Fields:
   1. From Transaction Field: Select the transaction field to source from (e.g., Class)
   2. To Asset Field: Select the custom field on the asset (e.g. Class) View full size
5. Save the custom sourcing rule

Troubleshooting

If the custom field doesn't show up immediately:

• Recheck the custom sourcing mapping.
• Confirm the field is enabled on the transaction form.
• Ensure the custom segment has the right application settings.
• Sometimes refreshing or re-saving custom sourcing and segment settings can resolve display issues.