Benefits of Custom Transaction Types

The Custom Transactions feature lets Administrators and users with the Custom Transaction Types permission create customized transaction types to your business needs.

This feature, along with Custom GL Lines and Custom Segments, is part of the SuiteGL feature set. For more about the SuiteGL feature set, see SuiteGL Features Overview, Custom Segments, and Custom GL Lines Plug-in.

Custom transactions are supported in SuiteCloud Development Framework (SDF). SDF is a development framework that you can use to create SDF SuiteApps, or to customize NetSuite accounts, using an integrated development environment (IDE) on your local computer. SuiteCloud projects are file-based and use XML definitions of custom NetSuite objects. For more information, see SDF Custom Object and File Development in SuiteCloud Projects.

For information about custom transactions, see the following topics:

• Benefits of Custom Transaction Types

• Sales and Purchase Transaction Types Overview

• Custom Transaction Type Setup

• Creating and Editing Custom Transaction Types

• Custom Transaction Type Association with a Custom GL-Lines Plug-in Implementation

• Deleting Custom Transaction Types

• Creating Sales and Purchase Custom Transaction Instances

• Printing Custom Transaction Instances

• Custom Transaction Types in Workflows

Custom transaction instances support CSV Import Assistant, SuiteScript, and SOAP and REST web services.

• Use the CSV Import Assistant to interact with custom transaction instances. For details, see Custom Transactions Import.

• Use SuiteScript to interact with custom transaction instances. For details, see Custom Transaction.

• Use SOAP web services to interact with custom transaction instances. For details, see Custom Transaction.

• Use REST web services to interact with custom transaction instances. REST web services support basic, journal, and header only custom transactions. For details, see Using CRUD Operations on Custom Records, Custom Lists, and Custom Transactions v1.

The Custom Transactions feature offers several advantages, including:

• You can name your custom transaction types in a way that reflects your business logic. For details, see Custom Transaction Type Naming Enables Better Organization.

• Like standard transactions, each custom transaction type can have its own numbering scheme, permissions, and workflow logic. For details, see Custom Transaction Types Support Key NetSuite Features.

• You can create custom transaction types in multiple styles. For example, you can model your custom transaction type after a journal entry or an expense report. For details, see Multiple Custom Transaction Styles Supported.

General Notices