Adding Custom Forms for a Custom Transaction Type
When you create a custom transaction type, the system automatically creates a standard form for the type. People in your organization can use this form to enter instances of the transaction.
The standard form can be modified in some ways. For example, you can add custom fields to the standard form. However, you may prefer to make further changes, such as defining some fields as read-only, or changing the placement of fields. If you want to make these kinds of changes, you should create a custom form for the transaction type. For details, see the following:
One of the ways you can access custom forms is by using the transaction type’s Forms subtab. The Forms subtab is available only when editing an existing transaction type. You won't see the Forms subtab when creating a new transaction type.