NetAsset - Pre-Assignment of Cost
Overview
Use Case: A new cost has been incurred that should be capitalized to an asset via a build up. By following the steps below, the user will be able to select the correct asset on the bill form by entering the asset in the column "NetAsset Asset to Build Up".
INITIAL SETUP
- Navigate to Customization > Forms > Transaction Forms
- Select Edit next to applicable Bill form
- To add to Expense Subtab complete the following steps:
- Select subtab Screen Fields
- Select Expenses
- Scroll to bottom of the screen and select the checkbox next to "NetAsset Asset to Build Up"
- Rename column label if desired
- To add to Items Subtab complete the following steps:
- Select subtab Sublist Fields
- Scroll to bottom of the screen and select the checkbox next to "NetAsset Asset to Build Up"
- Rename column label if desired
STEP BY STEP PROCESS
- Navigate to bill that should be tagged to the Asset to Build Up
- Select the asset that should be Built Up in Column "NetAsset Asset to Build Up"
- Select Save
- Navigate to NetAsset > Update or Modify Assets > Build Up Asset from Proposals (Clearing)
- Select the checkbox Asset to Build Up Pre-Determined
- Click Filter Results
- Select the applicable transactions and click Build Up Asset