Shared Transactions - Source Location to Intercompany Bill
Overview:
The Intercompany Invoice to Bill Automation feature in Netgain Shared Transactions is designed to support clients requiring intercompany "arm's length transactions" by automating the generation of intercompany vendor bills from intercompany invoices. In cases where the location needs to be sourced onto this new intercompany bill, 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 other name that meets system requirements and that will be easily understandable. Select "List/Record" as the Type and select the "Location" list/record. 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. Select Edit next to "Location IC Billing". If custom sourcing is needed for other custom segments, it can also be configured here.
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 "IC Billing: To Bill".
Sourcing is now configured to enable the location to flow onto the generated intercompany bill.