Creating a Custom Transaction Type

Before you can create custom transaction types, you must enable the feature. To enable the feature, go to Setup > Company > Enable Features. On the SuiteCloud subtab, check the Custom Transactions box, and click Save.

After you enable the feature, you can begin creating custom transaction types.

To create a custom transaction type:

1. Go to Customization > Lists, Records & Fields > Transaction Types > New.
2. In the Name field, enter a name for the type. This value must be unique.
3. In the ID field, enter a unique alphanumeric ID for the transaction type.
4. In the Transaction Style field, specify a value for transaction style. This choice determines how users will interact with instances of this type.
5. If appropriate, check the Allow Void Transactions Using Reversing Journals box. This option enables users to create reverse journal entries for posting transactions. This box is active only when the global Void Transactions Using Reversing Journals preference is enabled.
6. If the transaction should close the sales order, check the Ability to Close Sales Order box. The sales custom transaction can close a sales order only if the transaction is of debit type and if it is posting.
7. If appropriate, use the Class, Department, and Location lists to specify that these fields appear on instances of this transaction type. For each field, you can specify that it is displayed either on the transaction header or as a column in the Lines sublist. For each classification, you can also check the corresponding Mandatory box to make the field required.
8. Specify any custom segments as appropriate.
9. If you chose a Transaction Style of Basic, Sales, or Purchase, click the accounting subtab and configure the account details for the type. By default, a new custom transaction type has a nonposting status. If you want instances of the transaction to post, go to the Statuses subtab and do one of the following:
10. Check the Posting box. With this choice, every instance of the transaction posts when it is saved.
11. Create statuses for the transaction type. Each status can be configured to be either posting or nonposting.
12. Click Save.