How to Create Memorized Transactions in NetSuite

Memorized transactions are extremely useful for an array of recurring transaction types like bills for rent, monthly sales orders for repeat customers, loan-related activity, and more. They streamline the entry process by either automating the creation of the transaction records, providing recurring reminders, or simply acting as a template to pre-populate all of the necessary information. In this video, I show how to create a memorized transaction in Oracle NetSuite.
ABOUT ME
My name is Sarah Emery and I am a "certi-fived" Oracle NetSuite ERP consultant and three-time SuiteWorld speaker with 12 years of experience. Prior to entering the world of implementing and consulting, I spent six years as a system administrator, where I developed my passion for NetSuite. Each week, I post quick videos to share some of the tips, tricks, and helpful hints that I've discovered over the years.
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[@luckykumar638]

Hii Sarah, I am creating the reversal JV by using the reversal date field available on journal entry page and use the defer entry option but on the reversal date system is not passing journal entry automatically but it is shown in memorized transactions. Can you please help me in this why this is happen??

[@robertdalton8072]

Can you create memorized invoices using the CSV import?

[@suitesarah]

Great question! Since the memorized transactions are created from existing transactions in the system, you could absolutely run a CSV import to generate all of the invoices that you want to memorize. The process for creating the memorized transaction for each invoice would be manual, but at least you can make the process of getting the original invoices into the system a bit easier using a CSV import.

[@jentan8099]

Hello @@suitesarah, is it possible to import previous transactions in bulk via csv file? Thanks!