Creating Transactions

The types of transactions you can create and view depend on your role. Many roles have no access to transactions. The set of tabbed pages you see in NetSuite, called a center, also depends on your role. The centers are organized to facilitate your work. Most centers do not have a tab dedicated to transactions. You may find transactions on tabs with a variety of names, such as Customers, Vendors, Revenue, or Financial.

Note:

Processed lines for some transaction types contribute to the Monthly Transaction Lines metric that counts toward maximum limits for your NetSuite service tier. For more information, see Transaction Types Included in Monthly Transaction Lines Metric.

If you use the classic interface for NetSuite, you have a Transactions tab that provides access to all of the transaction types for which you have permission. This is a user preference in NetSuite. For more information, see Personal Preferences for Appearance.

To enter a transaction:

Click the tab where you access transactions, and click the kind of transaction you want to create.

The transaction page opens with default information completed.
Enter or verify information in the required fields on the page. Required fields are indicated by an asterisk (*).

This information may include the transaction date, transaction number, transaction status, class/department/location classification, or a memo.

Note:
In OneWorld accounts, after you select a subsidiary on a transaction and save it, the subsidiary cannot be changed.
Enter information in the required fields in other areas of the page.

NetSuite automatically completes certain data based on information you enter.

For example, when you select a customer on an invoice, the customer's default ship to and bill to addresses automatically appear on the transaction. An administrator can configure the default values.
Enter data in the remaining fields as needed, including any custom fields that you have created.
Enter additional information for the transaction on each subtab.

For example, sales order, cash sale, and invoice transaction pages include an Items subtab. When you select an item and click Add, the item appears as a line item on the transaction. Click on an existing line item to add or edit, insert, remove or clear that line item.
When you have finished entering data for the transaction, NetSuite provides various options for saving the transaction:
- Click Save to save the information and return to the Transactions page.
- Click Save & New to save the information and open a new transaction page of the same type.
- Click Save & Print to save the information and send the transaction to the print queue.
- Click Save & Email to immediately save and email the transaction. The email message includes the transaction as a PDF attachment, which is created using the customer’s preferred language.

Note:

When processing transactions, you must save one page at a time. If you do not save each page, information is not retained and can be lost when you click a different page.

NetSuite prompts you if any required field is not completed. It also checks for basic data entry errors.

If you have not completed a required field, you receive an error message about the missing data. Enter data in the required field, and click Save again. When the information is correct and complete, NetSuite accepts and records the transaction.

You can create and edit related records as you enter transactions. The following topics in this section include information about transactions and related records:

To enter a transaction:

Related Topics