Creating New Records as You Enter Transactions

When you're entering transactions, you can create new records as you complete the transaction fields. You don't need to leave the transaction record to create new records.

For the following transactions in NetSuite, you must select an entity prior to adding a record from the transaction:

• Write Checks – You must select a payee before you can create a new account.

• Enter Sales Orders – You must select a customer before you can create a new job.

• Accept Customer Payments – You must select a customer before you can create a new bank account.

For example, you're entering checks and want to enter a new bank account. Select a payee and then click next to the Accounts field. In the popup window, enter the new bank account name, account number, and whether the account is a subaccount of another. When you click Save, the Check page appears displaying the new account in the Accounts field.

Related Topics

• Creating Transactions
• Working with Addresses on Transactions
• Editing Records as You Enter Transactions
• Defining Subsidiaries for OneWorld Transactions
• Using Transaction Links
• Linking a Transaction to a Support Case

General Notices