Accounting Preferences for Custom Transactions Applied to a Bundle
Partners can create bundles for customers that include custom transactions. Setup accounts defined in custom transactions cannot be transferred, except for Default Accounts Receivable and Default Accounts Payable accounts. Customers are responsible for specifying the accounts to use after the bundle installation.
If the bundle is not locked, you can specify an account or a default account to use in the custom transaction type account settings. For more information, see Entering the Account for Sales and Purchase Transaction Types.
If the bundle is locked, you select the account or default account on the Accounting Preferences page. If the Default Account is Default Accounts Receivable or Default Accounts Payable, then neither the Account nor Default Account fields display.
To select the account:
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Go to Setup > Accounting> Account Preferences and click the Items/Transactions sublist.
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Under the Accounts heading, locate the Account or Default Account field for the custom transaction.
For a Basic custom transaction type, an Account field is displayed. For Sales and Purchase custom transaction types, the field can be either Account or Default Account, depending on what is required for the custom transaction.
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Select the required account or default account.
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Click Save.
For more information about custom transactions, see Custom Transactions.