Referencing Status in a Workflow Action for Custom Transaction

For certain types of workflow actions, you may want to reference the status of a custom transaction type. In these cases, you can identify the status by using the Parameters section of the Workflow Action page. To reference the status field, set the Field value to Custom Transaction Status. If you are using the Set… Continue reading Referencing Status in a Workflow Action for Custom Transaction

Benefits Of Custom Transaction Types

In your business, there may be a wide variety of events that can require an adjustment to your general ledger. For example, you may need to record adjustments for nonoperational income, such as interest income that your company receives through investments. Conversely, you may need to record debits for rewards you give customers through customer… Continue reading Benefits Of Custom Transaction Types

Deleting Custom Transaction Types

You can delete individual custom transaction types, or you can delete custom transaction types that were installed as part of a bundle. Deleting Individual Custom Transaction Types If required, you can delete custom transaction types. However, note that you cannot delete a custom transaction type in any of the following situations: If instances of the… Continue reading Deleting Custom Transaction Types

Custom Transaction Types Support Key NetSuite Features

Custom Transaction Types Support Key NetSuite Features When you use custom transaction types, you can leverage many of the same features that are available with standard NetSuite transaction types. For example: Each custom transaction type can have its own numbering, permissions, and workflows. Custom transaction types can include custom transaction fields that you define. You… Continue reading Custom Transaction Types Support Key NetSuite Features

Benefits of Custom Transaction Types

The Custom Transactions feature has the following benefits: You can name your custom transaction types in a way that reflects your business logic.  Like standard transactions, each custom transaction type can have its own numbering scheme, permissions, and workflow logic.  You can create custom transaction types in multiple styles.  Multiple Custom Transaction Styles Supported The… Continue reading Benefits of Custom Transaction Types

Custom Transaction

You can use the custom transaction record to interact with instances of existing custom transaction types. For example, suppose you had a custom transaction type named Non-Operational Income Entry. In this case, you could use SuiteScript to create and modify non-operational income entries. The internal ID for a custom transaction record varies depending on the… Continue reading Custom Transaction

Custom Transactions

The Custom Transactions feature lets you create customized types of business transactions • You can create an unlimited number of custom transactions to extend existing business flow or to  differentiate from standard transactions, especially journals. • Custom Transactions can move balances in General ledger based on pre-defined rules. Why use Custom Transactions? Automate and implement… Continue reading Custom Transactions