Troubleshooting Automatic Transaction Creation Rules

If you encounter errors generating an auto-create rule when you click Match, see the following table, which provides error scenarios and troubleshooting steps:

Error	Cause	Recommended Action
Your bank data was matched, but an auto-create rule could not be created. Please enter value(s) for: FieldName1, FieldName2.	The transaction being matched is missing some required fields, so NetSuite is unable to create the memorized template from the transaction.	Ensure that all the required required fields are set on the transaction being matched.
Your bank data was matched, but an auto-create rule could not be created. The transaction date you specified is not within the date range of your accounting period.	The current day is not in a valid accounting period and there is no default accounting period set up.	Add a valid accounting period for the current day or set up a default accounting period. See Accounting Period Management.
Your bank data was matched, but an auto-create rule could not be created. Try to generate the rule again. For details, see Generating Auto-Create Rules.	This is a general error message that appears when NetSuite cannot return a translatable string. This error may be caused by a service outage. It can also be caused if NetSuite tries to generate a rule despite the match not meeting the necessary criteria. For example, a match with multiple transaction lines cannot generate a rule.	Try again later. If the problem persists, contact Support.

Error

Cause

Recommended Action

Your bank data was matched, but an auto-create rule could not be created. Please enter value(s) for: FieldName1, FieldName2.

The transaction being matched is missing some required fields, so NetSuite is unable to create the memorized template from the transaction.

Ensure that all the required required fields are set on the transaction being matched.

Your bank data was matched, but an auto-create rule could not be created. The transaction date you specified is not within the date range of your accounting period.

The current day is not in a valid accounting period and there is no default accounting period set up.

Add a valid accounting period for the current day or set up a default accounting period. See Accounting Period Management.

Your bank data was matched, but an auto-create rule could not be created. Try to generate the rule again. For details, see Generating Auto-Create Rules.

This is a general error message that appears when NetSuite cannot return a translatable string. This error may be caused by a service outage. It can also be caused if NetSuite tries to generate a rule despite the match not meeting the necessary criteria. For example, a match with multiple transaction lines cannot generate a rule.

Try again later. If the problem persists, contact Support.

If you are able to generate an auto-create rule when you click Match but are unable to submit the match, see the following table:

Error	Cause	Recommended Action
The Memorized Transaction Record account differs from the imported bank line’s account.	The account on the memorized transaction record associated with the rule is different than the account of the rule.	Go to the memorized transaction record and update the account to the same account of the associated rule. In addition, if the intent was to use the new account, create a new rule for a transaction that is associated with that account. See Generating Auto-Create Rules.
The Memorized Transaction Record has more than one line item.	You edit or add lines in the memorized transaction record associated with the rule.	Go to the memorized transaction record. If the record contains more than one line, remove the additional line items.
SuiteScript API error: Please enter value(s) for: FieldName1, FieldName2.	You add required fields to the record form that are not yet set in the memorized transaction record. You may have added custom required fields.	Go to the memorized transaction record and set the required fields
SuiteScript API error: Currency is not valid for entity.	You create a rule with an entity for a record that does not allow the account currency to be set.	Go to the memorized transaction record. For the entity selected, select the same currency as the associated account's.

Error

Cause

Recommended Action

The Memorized Transaction Record account differs from the imported bank line’s account.

The account on the memorized transaction record associated with the rule is different than the account of the rule.

Go to the memorized transaction record and update the account to the same account of the associated rule.

In addition, if the intent was to use the new account, create a new rule for a transaction that is associated with that account. See Generating Auto-Create Rules.

The Memorized Transaction Record has more than one line item.

You edit or add lines in the memorized transaction record associated with the rule.

Go to the memorized transaction record. If the record contains more than one line, remove the additional line items.

SuiteScript API error: Please enter value(s) for: FieldName1, FieldName2.

You add required fields to the record form that are not yet set in the memorized transaction record. You may have added custom required fields.

Go to the memorized transaction record and set the required fields

SuiteScript API error: Currency is not valid for entity.

You create a rule with an entity for a record that does not allow the account currency to be set.

Go to the memorized transaction record. For the entity selected, select the same currency as the associated account's.

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