In some countries, recording a reason for deleting transactions is legally required? And even if you don’t have business transactions in a country with that requirement, you may still find it helpful to keep a record of why you chose to delete transactions. The NetSuite Use Deletion Reason feature provides a native NetSuite way for you to do that.
Overview
You can enable this feature on the ERP General section of the Company tab in Enable Features. This feature can be disabled at any point in time after enabling it. Essentially, enabling this feature makes including a deletion reason on transactions mandatory.
To create a new deletion reason, navigate to Setup > Accounting > Accounting Lists > New. On this page, you’ll see all the different types of accounting lists. Choose Transaction Deletion Reason.
On the Transaction Deletion Reason page, all you need to do is name the new deletion reason and save the record. If your NetSuite account is set up for multiple languages, then you will also have the option of including a translation for each language that you use.
To edit an existing deletion reason, navigate to Setup > Accounting > Accounting Lists. On the Accounting Lists page, set the filter to Type: Transaction Deletion Reason. In this list, you’ll see any deletion reasons you have created for your account as well as the two standard deletion reasons provided by NetSuite: Original Document Damaged and Other.
Selecting a deletion reason on a transaction is simple. Edit a transaction that you need to delete, hover over Actions, and select Delete. A window will pop up, requiring you to select a deletion reason before the transaction will actually be deleted. If you select “Other” as the reason, you will also be required to write a memo to elaborate on why you are deleting this transaction.
To view the transactions that were deleted and see their deletion reasons navigate to Transaction Numbering Audit Log. To access this page, navigate to Transactions > Management > Transaction Numbering Audit Log.
