Post-Installation Steps

Certain tasks cannot be managed by the bundle. These tasks must be completed by an administrator after the bundle has been installed. They include the following:

• If your bundle includes a Basic, Sales, or Purchase style transaction type, an administrator in the target account must define the offset account for the type. For more information, see Account Field Setup for Custom Transaction Types.

• If the bundle includes a Custom GL Lines plug-in implementation, an administrator in the target account must configure the plug-in implementation. For details on this process, see Configuring the Custom GL Lines Plug-in Implementation.

• By default, only account administrators have permission to work with instances of any custom transaction type. If other roles require permission, an administrator must configure it. For details, see Permissions for Custom Transaction Instances.

Additionally, an administrator may want to review and customize the transaction type’s numbering logic. For details, see Numbering for a Custom Transaction Type.

Related Topics

• Custom Transaction Types in Bundles
• Pre-Bundling Checklist
• Including a Custom Transaction Type in a Bundle
• Other Suggested Objects
• Removing Custom Transaction Types
• Accounting Preferences for Custom Transactions Applied to a Bundle

General Notices