Transaction Types Supported by Custom Segments

Custom segments are supported for the following transaction types. Support is for defining a custom segment in the body of the transaction, unless otherwise indicated.

• Assembly build

• Bad debt (transaction lines)

• Bill

• Bill (expense transaction columns)

• Bill credit

• Bill credit (expense transaction columns)

• Bin putaway worksheet

• Bin transfer

• Blanket purchase order

• Blanket purchase order (expense transaction columns)

• Budget

• Cash refund

• Cash sale

• Check

• Check (expense transaction columns)

• Commission

• Credit card

• Credit card (expense transaction columns)

• Credit card refund

• Credit memo

• Currency revaluation (Fx)

• Custom (expense transaction columns)

• Customer payment

• Deposit application

• Deprecated custom transactions

• Estimate

• Expense report (transaction lines)

• Expense transaction columns

• Finance charge

• Inventory

• Inventory adjustment (transaction lines)

• Inventory count

• Inventory distribution

• Inventory part (transaction lines)

• Inventory transfer (transaction lines)

• Invoice

• Item fulfillment

• Item fulfillment (transaction lines)

• Item receipt (expense transaction columns)

• Item receipt (transaction lines)

• Journal entry (transaction lines)

• Opportunity (transaction line)

• Other charge item (transaction line)

• Partner commission

• Payable Tegata

• Paycheck (derives custom segments from time entries)

• Paycheck earning

• Paycheck earning (transaction lines, derived from time entries)

• Paycheck journal

• Payment end journal

• Payroll adjustment

• Payroll liability check

• Period end journal

• Period end journal (transaction line)

• Purchase contract

• Purchase order

• Purchase order (expense transaction columns)

• Receivable Tegata

• Request for quote

• Requisition

• Requisition (expense transaction columns)

• Return authorization

• Revenue arrangement

• Revenue contract

• Revenue commitment

• Revenue commitment reversal

• Sales tax payment

• Statement charge

• Store pickup fulfillment

• Tax liability check

• Time tracking (time transaction columns)

• Transfer order

• Vendor payment

• Vendor request for quote

• Vendor return authorization

• Vendor return authorization (expense transaction columns)

• Transfer order (transaction lines)

• Work order

• Work order (transaction lines)

Custom segments are also supported on transaction lines for the following item types.

• Apply to Kit

• Assembly/bill of materials

• Item fulfillment

• Item group

• Kit item

• Non-inventory part

• Nonmodifiable type

• Service

• Store with item groups

Related Topics

Custom Segments Overview

Enabling the Custom Segments Feature

Settings that Affect Where Custom Segments are Applied

General Notices