Record Types

#About Record Types

Configure transaction types and numbering series. This is a working page: a list or workspace where you find and act on records in BSuit ERP (Administration). It is used by staff (internal users). What you can see and do depends on your role and permissions.

#How to open it

In BSuit ERP, open Administration and choose “Record Types”, or go directly to the address /administration/record-types.

#What you can do here

These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.

1. Add new records — a form opens for the details.
2. Change existing records.
3. Delete records (you are asked to confirm).
4. Bring records in from a file.
5. Export what you see to a file.
6. Submit, approve or reject through a workflow.
7. Print or save as PDF.
8. Attach or upload files.
9. Search within the page.
10. Filter the data shown.
11. Sort by a column.
12. Page through long lists.
13. Open dialogs or drawers for detail and confirmation.

#Where Record Types is used as a reference

Records from this master are picked in these other forms, so changing or deleting one can affect them:

#Observed on a running system

On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen. Your own view can differ with your role, data and settings.

#If something is missing or fails

1. No data: confirm the company or context selected in the top bar, and any filters or date range in use.
2. An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
3. An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).

#About this guide

This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.