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12 Easy Steps to Creating a Memorized Transaction in NetSuite
Businesses often have recurring transactions that they need to post. To help eliminate manual data entry of recurring transactions, NetSuite offers a feature called Memorized Transactions. When creating memorized transactions, you can choose to set reminders for when they need to be run, or have them run automatically. Automatic transactions can either be set to run a certain number of times, or they can be set to run forever. It is important to note that not all items can be memorized – below are the list of transactions that can be memorized: Creating Invoices Creating Journal Entries Creating Estimates Writing Checks Entering Purchase Orders Entering Bills Entering Sales Orders Using Credit Cards Entering Cash Sales Creating Statement Changes Entering Work Orders This blog will review 12 easy steps to creating a memorized transaction in NetSuite. Step 1: Fill out Transactional Information The first step is to go to the transaction […]
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