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:
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Write Checks – You must select a payee before you can create a new account.
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Enter Sales Orders – You must select a customer before you can create a new job.
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Accept Customer Payments – You must select a customer before you can create a new bank account.
For example, you are 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.