NetAsset - Set Up NetAsset Vendor Bill & Items

Overview

All vendor bills for asset transactions can be tagged to the corresponding asset or asset type in NetAsset. 

STEP BY STEP PROCESS

  • Navigate to the Vendor Bill Form by accessing Customization > Forms > Transaction Forms                 
  • Select Edit next to the existing customized and preferred vendor Bill you need to edit.
    NOTE: If you are using a locked Vendor Bill record, you can select “Customize” next to the bill, provide it a preferred name and ID, and mark it as preferred. 

  • Select Screen Fields, then the Expenses tab.

  • Scroll down to NetAsset Asset & NetAsset Asset Type, and mark the box in the Show column
    USER TIP: You will likely want to rename and reorder the column location of the NetAsset fields on the vendor bill record so that the table has a clean layout and placed in a logical location in the expense table

  • If you use Items, this column can be added to the Item Sublist by selecting Sublist Fields, scroll down to NetAsset Asset & NetAsset Asset Type, and mark the box in the Show column

Vendor Bill

  • Navigate to the vendor bill and you will be able to see that NetAsset Asset & NetAsset Asset Types fields are now visible. When creating the vendor bill make sure to select the applicable asset clearing account and/or select the applicable asset or asset type. See additional information on the accounts payable process by reviewing the article Accounts Payable Process.
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