Creating Links for a Custom Transaction Type by Editing the Transaction Type

If appropriate, you can create links for a custom transaction type by directly editing the custom transaction type.

Note:

In these cases, you can't directly edit the transaction type as described in this topic. But you can still add links for the type. For details, see Creating Links for a Custom Transaction Type by Using the Customization Menu.

Go to Customiztion > Lists, Records, & Fields > Transaction Types, and click the name of the appropriate transaction type.
Click the Links subtab.
Create a link by adding a line to the sublist, as follows:
1. Use the Center list to select a center.
2. Use the Section list to select the appropriate section, or tab. The available tabs vary depending on the center you selected. If you did not select a center, no tabs are listed.
3. Use the Category list to select the appropriate menu category.
4. (Optional) In the Label column, enter the label text you want to use. If you don't enter label text, the system uses the name of the transaction type.
5. (Optional) Enter translations for the link. Click in the Translation column to display a popup window. In this window, you can enter a translation for each language your account uses. (The available languages are set at Setup > Company > Preferences > General Preferences, on the Languages subtab.) When you're finished entering translations, click Done.
6. (Optional) Specify where the label will appear in relation to other labels in the category. Click in the Insert Before column to display a list, and select the appropriate label.
7. Click Save.
Create additional links as needed.
Click Save.

For full details on creating and editing custom transaction types, see Creating a Custom Transaction Type and Editing a Custom Transaction Type.