Entering the Account for Sales and Purchase Transaction Types
This topic explains how to configure the account field for custom transaction types with a Sales or Purchase style. For an overview of account field options and behavior for custom transaction types, see Account Field Setup for Custom Transaction Types.
When the transaction type list style is sales or purchase, account information is required when you configure the custom transaction type. You can specify account settings that apply to all custom transaction instances, or you can give users the ability to enter account information when they create a transaction of that type.
To enter the account for sales and purchase transaction types:
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If you want this account to be credited when users enter instances of this transaction type, check the Credit box. In this case, the account specified is credited each time an instance of this transaction type is saved. The accounts that the user identifies in each transaction instance’s Lines sublist are debited. If you want the reverse behavior, leave the box cleared.
Important:The value of the Credit box can't be changed after creating a transaction instance.
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Choose an option:
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To let users to specify the account when creating a transaction, check the Specify Account on Transaction box.
The Filter Account Type, All, and Default Account fields are available only when the Specify Account on Transaction box is checked.
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To restrict the accounts available to the user when creating a transaction, select the account types in the Filter Account Type field. Or, to make all accounts available, check All.
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To specify a default account to be used for transactions of this type, select the account from the Default Account list.
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To specify one account to be used for all transactions of this type, select an account from the Account list. This account is debited or credited each time users enter instances of this transaction type.
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Click Save.