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