Shared Transactions - Shared Payments - Sourcing Location
Overview
The Shared Payments feature in Netgain Shared Transactions is designed to support clients paying or receiving cash in a different subsidiary than the subsidiary that received a bill or invoice. In cases where the location needs to be sourced onto this Shared Payments Journal Entry, additional setup is required. Other native NetSuite segments will flow automatically.
Setup
Create a new Transaction Line Field by navigating to Customization > Lists, Records, & Fields > Transaction Line Fields > New. Label the field "Destination Location" or a different name that meets system requirements and that will be easily understandable. Select "List/Record" as the Type and select the "Location" list/record. Then, select the applicable transaction types.
Now that the field has been created, proper sourcing needs to be set up. Navigate to Netgain > Setup > Shared Transaction Sourcing.
Create a New Sourcing Record for Destination Location.
Under the "Transaction Line Copy Column" field, select "Destination Location" or the other applicable label for the transaction line field that was previously created. Under the Advanced Configuration tab, select "Location" from the drop down under "Shared Payments: To Bill".
Sourcing is now configured to enable the location to flow onto the generated intercompany bill.