Creating Sales and Purchase Custom Transaction Instances

After a sales or purchase transaction type has been created, authorized users can create transaction instances.

To create a custom sales or purchase transaction instance:

1. From the menu or global search, locate and open the required sales or purchase custom transaction. For more information, contact your administrator.

2. Click New Transaction.

3. Complete the transaction instance by referring to the following sections, as required:

   • Creating a Sales Custom Transaction Instance

   • Creating a Purchase Custom Transaction Instance

Related Topics

• Custom Transactions
• Benefits of Custom Transaction Types
• Sales and Purchase Transaction Types Overview
• Custom Transaction Type Setup
• Creating and Editing Custom Transaction Types
• Custom Transaction Type Association with a Custom GL-Lines Plug-in Implementation
• Custom Transaction Type Association with a SuiteTax Plug-in
• Deleting Custom Transaction Types
• Printing Custom Transaction Instances
• Custom Transaction Types in Workflows

General Notices