NetLease - Transfer Proposals
Overview
The NetLease Transfer Proposal feature streamlines the bulk transfer of leases across subsidiaries, departments, classes, locations, and custom segments. This functionality is especially useful when managing a high volume of lease transfers involving various segment combinations.
This article outlines how to use the CSV Import Tool to load transfer proposals into the system and how to initiate the mass lease transfer process.
Prerequisites
The user role must have at least Create-level permission for the NetLease Transfer Proposal custom record. Without this permission, the NetLease Transfer Proposal option will not appear as an available Record Type on the CSV Import page.
Step-by-Step Process
Prepare the CSV File
Start by creating a spreadsheet with the required information for each lease transfer.
- Required Fields:
- Lease (to be updated)
- Status (e.g., Approved or Pending Approval - this is the status of the transfer record)
- Optional Fields - These fields define the new segment values to be updated as part of the transfer:
- Subsidiary
- Department
- Class
- Location
Import Transfer Proposals into NetSuite
- Navigate to Setup > Import/Export > Import CSV Records.
- Use the following settings:
- Import Type: Custom Records
- Record Type: NetLease Transfer Proposal
- Upload your document and click Next
- Data Handling: Add
- Run Server SuiteScript and Trigger Workflows: Checked
- Continue through the import steps:
- Map the CSV columns to the corresponding NetSuite fields, and then click Next.
- Use Internal IDs where possible to reduce mapping errors.
- Use Internal IDs where possible to reduce mapping errors.
- Click Save and Runto begin the import.
- (Optional) Enter a name in the Import Map Name field to save your mapping.
- Saved mappings can be accessed at: Setup > Import/Export > Saved CSV Imports
- Map the CSV columns to the corresponding NetSuite fields, and then click Next.
- After the import completes, confirm that all records were successfully created.
Only transfer proposals with a Status of Approved will be available for processing in the Transfer Lease suitlet page. Proposals in a Pending Approval status must be approved before they can be processed.
To see a list of all transfer records navigate to NetLease > NetLease Management > Transfer List.
Initiate Mass Lease Transfer
- Navigate to: NetLease > Mass Update Leases > Mass Transfer Leases.
- Click Proposals Only to filter the view to transfer proposals.
- Filter as needed and then select the proposals you want to process by checking the corresponding boxes.
- Click Transfer to initiate the batch process.
Note: Only approved proposals will appear in this list.
- After the transfer is initiated, the system will redirect to a processing page.
- Once the status changes to Complete, a Transfer Record will be generated for each selected lease, and the updated segments will be reflected on the corresponding lease records.
Trigger Transfers Individually
Transfer Proposals can also be processed individually if needed.
- To do so, navigate to NetLease > Lease Management > Transfer List and open the desired Transfer Proposal record be processed. Ensure the status is set to Approved—the Transfer button will only appear if the proposal has been approved.
- Click Transfer.
- In the confirmation dialog, click OK to proceed.
- Once the process completes, a Transfer Record will be generated for the lease, and the updated segments will be reflected on the corresponding lease record.