This article is relevant if you wish to delete multiple NetSuite memorized transaction definitions.
Background
NetSuite’s Memorized Transaction system is useful for recurring bookkeeping tasks. Typically, users create transactions and mark them as memorized. However, with the relatively new Account Reconciliation tools simplifying the creation of charges, deposits, and checks, NetSuite now automatically marks these entries as Memorized Transaction Templates. Without realizing it, the list of Memorized Transaction Definitions can grow, making normal use of memorized transactions cumbersome to work with. The setting in General Preferences allows you to mark these memorized transactions as -system- to help you distinguish their source.
NetSuite allows the following transaction types to be memorized: Bills, Cash Sales, Checks, Credit Cards, Custom Transactions, Estimates, Invoices, Journal Entries, Opportunities, Purchase Orders, Purchase Requisitions, Sales Orders, Statement Charges, Transfer Orders, and Work Orders.
To delete memorized transactions in NetSuite, the prescribed path is to navigate to Transactions > Management > Enter Memorized Transactions > List, then click Edit and use the Delete menu option. Good luck working one by one, as this process becomes inefficient when dealing with a large number of memorized transaction definitions.
Click the image to learn how NetSuite automatically creates memorized transactions.
How to Bulk Delete NetSuite Memorized Transaction Definitions
You can use a Custom Mass Update script to delete memorized transaction definitions in bulk. Once you complete a one-time setup, this process is straightforward. I detailed the steps in a 2022 article, Download a Simple NetSuite Delete Record Script, which provides general instructions.
Here’s a quick summary:
- Upload the script and create a script definition.
- Create a deployment for the Memorized Transaction Definition type.
- Set the Mass Update Script Definition and Deployment Role Definition to Audience: All Roles, or Public.
Once set up, navigate to the Mass Update Menu and find the Custom Updates list. Locate the Memorized Transaction Definition list, select the records you wish to delete, and your task is complete. Easy.
Click the images for a better illustration.
Get Help to Activate the Mass Delete Script
We understand that some may be uncomfortable with the script setup process. If you ask my team for assistance and provide access to your NetSuite account, we can complete the task in less than 15 minutes. Once ready, creating a practice to regularly prune the memorized transactions is straightforward.
If you found this article helpful, consider signing up for notifications of new articles as I post them. If you need help deleting memorized or other transactions, let’s have a conversation.