NetAsset - Adding NetAsset Ignore for Capitalization
Use Case: Circumstances arise when a 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 Asset Ignore for Capitalization check box to the transaction form.
STEP BY STEP PROCESS
- Navigate to Customization > Forms > Transaction Forms
- Click Edit link on the preferred transaction form that is to be updated (i.e. Vendor Bill)
- Here you will see the Custom Transaction Form. Navigate to the Screen Fields tab > Custom Subtab
- Select the show box next to Asset Ignore for Capitalization. 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.
- Click Save
- 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.
- For more guidance on how to Clear Transactions from the Capitalization Queue, click the hyperlinks.
- For guidance on how to create assets from Proposals (Clearing) or (CIP) screens, click the hyperlinks.