Custom Transaction Type Setup

For help getting started with the Custom Transactions feature, see the following topics:

• Enabling the Custom Transactions Feature (required)

• Granting a Role Permission to Manage Custom Transaction Types (optional)

After you have enabled the feature, authorized users can create custom transaction types, as described in Creating and Editing Custom Transaction Types. After custom transaction types have been created, authorized users can enter transaction instances by going to Customization > Lists, Records, & Fields > Transaction Types, and clicking the New Transaction link for the required transaction type.

If appropriate, you can also configure other menu paths for entering custom transactions. This process is described in Creating Links for a Custom Transaction Type.

Related Topics

• Custom Transactions
• Benefits of Custom Transaction Types
• Sales and Purchase Transaction Types Overview
• 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
• Creating Sales and Purchase Custom Transaction Instances
• Printing Custom Transaction Instances
• Custom Transaction Types in Workflows

General Notices