Creating Statuses for Custom Transaction Types

Two statuses, Open and Fully Applied, are available automatically if the following conditions are met:

• The header line posts to an Accounts Receivable or Accounts Payable account

• The transaction is a posting sales or purchase transaction.

The Open and Fully Applied statuses are not searchable.

Use the following procedure to create statuses for your custom transaction types. Note that you can create no more than 24 statuses for any type.

Important:

After an instance of a transaction type has been created, your options for changing any of the type’s statuses are limited to changing its name and the translations of its name. So proceed with caution when creating statuses.

To create statuses for a custom transaction type:

1. Go to Customization > Lists, Records, & Fields > Transaction Types, and click the name of the appropriate transaction type.

2. Click the Statuses subtab.

3. To create a status, add a line to the sublist:

   1. In the Description field, enter a name for the status.

   2. (Optional) Enter values in any of the following columns:

      • Posting – If you want the transaction instance to post to the GL when this status is reached, designate the status as posting. Click in the Posting column, and then check the box.

      • Translation – If your site uses the Multi-Language feature, enter translations for the name of the status. Click in the Translation column to display a popup window. In this window, you can enter a translation for each language your account uses. (The available languages are set at Setup > Company > Preferences > General Preferences, on the Languages subtab.) When you are finished entering translations, click Done.

      Note:

      The ID field is populated with an A-Z value that is automatically generated when the transaction type is saved. You cannot enter a value in this column.

   3. After you have entered values for all needed fields, click OK to add the status to the list.

4. If you want the Status field to be visible and available on transaction instances in the UI, check the Show Status Field box. For more information about this field, see Displaying or Hiding the Status Field for a Custom Transaction Type.

5. Click Save.

Related Topics

Statuses for a Custom Transaction Type

Custom Transaction Type Statuses Overview

Modifying or Deleting a Custom Transaction Type Status

Displaying or Hiding the Status Field for a Custom Transaction Type

Referencing Custom Transaction Type Status in a Workflow

General Notices