Processing Memorized Transactions

Posted by CuriousRubik on 30 May, 2018

After a transaction has been memorized then we need to process the memorized transactions.

To enter the memorized transaction Go to Transaction > Management > Enter Memorized Transactions and the memorized transactions’ will be shown here.

We can process the transactions in bulk or individually. Use the filters for searching the memorized transaction that you want to process.

Memorized-transaction

As per the filters entered, the transactions will be displayed and the user has to select the transaction which has to be entered.

If we want to enter all the transactions at a time then ‘Enter Multiple’ button should be clicked, so that the user need to enter the transactions one by one.

After clicking on ‘Enter Multiple’ user will be redirected to following screen.

Enter-Memo-trans

Now user has to check those transactions which needs to be processed and click on submit. On click of submit process status will be displayed.

EDITING MEMORIZED TRANSACTION

To edit an existing memorized transaction Go to Transaction > Management > Memorized transaction > List

List of all the memorized transactions will be displayed and click on ‘Edit’ button of the transaction which needs to be edited.

Edit view-Memo

CUSTOMIZING MEMORIZED TRANSACTION LIST

User can customize the view of memorized transactions list and can have the required columns in the list view mode.

To customize the list Go to Transaction > Management > Memorized Transactions > List

Click on ‘Customize View’ button.

Cus-Memo-Trans-Sear-Result

Edit the Results columns that you want to show and if required give any criteria and the click on save.

VIEWING STATUS OF THE MEMORIZED TRANSACTION

After the transaction is memorized we need to process the transactions and we can see the status of each transactions whether it’s completed or not. Transactions will have the following status

  • Completed - Shows if the transaction is completed
  • Failed - Transaction not completed due to some failure. To view the error click on the error link so that the reason of the failure will be shown.
  • Pending - Shows it is in queue hence it is pending.
  • Processing - Transaction is in process.

process-Status

DELETING A MEMORIZED TRANSACTION

We can delete a memorized transaction that we do not want to occur in the future, but this will not delete the previously created transactions.

To delete a memorized transaction Go to Transaction > Management > Memorized Transaction > List

Open the memorized transaction that you want to delete and click on ‘Action’ and ‘Delete’

The required transaction will be deleted.

Memo-Tr

Topics: CRM, Netsuiteblog, netsuite technical blog

Download E-Books

NetSuite CuriousRubik
NetSuite CuriousRubik
INTERESTING ? CLICK HERE TO KNOW MORE