Creating New Records as You Enter Transactions

When you are entering transactions, you can create new records as you complete the transaction fields. You do not need to leave the transaction record to create new records.

The following transactions in NetSuite require you to select an entity prior to adding a record from the transaction:

For example, you are entering checks and want to enter a new bank account. Select a payee and then click Create New icon 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