After you have set up memorized transactions you can submit all transactions due to be posted at one time.
To submit memorized transactions:
- Go to Transactions > Management > Enter Memorized Transactions.
- On the Enter Memorized Transactions page, use the following filters to show transactions in the list:
- Date
- Enter or select the date you want these transactions to post.
- The current date defaults in this field.
- Use Next Date
- Check this box to use the date of the next scheduled occurrence of the transaction as the posting date. For transactions without a next date, the current date is used.
- When this box is unchecked, the current date shows in the date field and is the posting date.
- NetSuite remembers your preference for this box and checks or clears it the next time you use this form.
- Has Remaining
- Select Yes to show only transactions with remaining scheduled occurrences.
- Select No to show transactions with no remaining occurrences.
- Select All to show all memorized transactions.
- Next Date
- Select a date range to filter the list to show only transactions whose Next Date falls within this range.
- Select all to show all memorized transactions.
- Action
- Select All to show all memorized transactions.
- Select None to show no memorized transactions.
- Select Automatic to show memorized transactions that automatically post and do not send a reminder.
- Select Reminder to show memorized transactions that send a reminder for you to post them.
- Select Template Only to show memorized transaction templates which do not create transactions.
- View
- If you have customized list views, select a custom view in this field.
- To edit an individual transaction, click its Edit link.
- To process several memorized transactions at one time, check the box in the Enter column next to each transaction you want to process.
- You can also choose to click the Enter link next to a transaction to enter it individually.
- To change all memorized transactions from Automatic to Remind Me, or from Remind Me to Automatic at the same time, click Switch Action.
- Click Submit.
- A list of the new transactions shows on the Processed Transactions page.