Follow these steps to create a memorized transaction in NetSuite: 

Step 1: Log In to NetSuite 

  • Access your NetSuite account using your credentials. 

Step 2: Navigate to the Transaction 

  • Go to the Transactions menu. 
  • Select the type of transaction you want to memorize (e.g., Invoice, Bill, Journal Entry, etc.). 

Step 3: Fill Out the Transaction Form 

  • Enter all necessary details for the transaction, including amounts, accounts, items, and any other relevant information. 

Step 4: Save the Transaction 

  • Once you have completed all the fields and verified the information is correct, click the Save button. 

Step 5: Memorize the Transaction 

  • After saving, click on the Actions menu at the top of the transaction page. 
  • Select Memorize from the dropdown options. 

Step 6: Set Memorization Preferences 

  • In the Memorize Transaction window, set the following: 
  • Name: Give the memorized transaction a descriptive name. 
  • Type: Choose whether you want it to be a Scheduled or Reminder memorization. 
  • Scheduled: Automatically create the transaction on specified dates. 
  • Reminder: Set a reminder for manual entry. 
  • Frequency: If scheduled, set how often it should recur (e.g., Daily, Weekly, Monthly). 
  • Start Date: Set the date when you want the memorization to begin. 

Step 7: Save the Memorized Transaction 

  • Click Save in the Memorize Transaction window to finalize the setup. 

Step 8: Manage Memorized Transactions (Optional) 

  • To view or edit memorized transactions: 
  • Go to Lists > Accounting > Memorized Transactions. 
  • Here you can edit, delete, or view details of existing memorized transactions. 

By following these steps, you can create a memorized transaction in NetSuite, streamlining your repetitive financial processes and saving time on data entry.