How do I create a new custom transaction in NetSuite?
If you are a NetSuite user, you may want to create a custom transaction in order to better track and manage your business operations. Custom transactions can be used to record and track any type of business activity, such as sales, purchases, inventory, and more. By creating a custom transaction, you can customize the fields and data that are tracked, allowing you to better monitor and analyze your business operations. Additionally, custom transactions can be used to automate certain processes, such as creating invoices or generating reports. Knowing how to create a custom transaction in NetSuite can help you better manage your business operations and save time.
Grace Everwood
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14 steps
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7 seconds
Netsuite
1
Go to [https://system.netsuite.com/](https://system.netsuite.com/)
2
Click the “New” button in the top left corner of the page.
3
Enter a name for the custom transaction in the “Name” field.
4
Select the type of transaction from the “Type” dropdown menu.
5
Select the “Subsidiary” from the dropdown menu.
6
Select the “Transaction Form” from the dropdown menu.
7
Select the “Transaction Category” from the dropdown menu.
8
Select the “Transaction Prefix” from the dropdown menu.
9
Select the “Transaction Numbering” from the dropdown menu.
10
Select the “Transaction Numbering Period” from the dropdown menu.
11
Select the “Transaction Numbering Method” from the dropdown menu.
12
Select the “Transaction Numbering Format” from the dropdown menu.
13
Select the “Transaction Numbering Prefix” from the dropdown menu.
14
Select the “Transaction Number