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 you’re matching is missing required fields, so NetSuite can’t create the memorized template.	Make sure all required fields are set on the transaction you’re matching.
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 isn’t in a valid accounting period, and no default accounting period is set.	Add a valid accounting period for today, or set 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 general error appears when NetSuite can’t return a translatable string. It may be caused by a service outage, or by NetSuite trying to generate a rule even though the match doesn’t meet the needed criteria (for example, if there are multiple transaction lines).	Try again later. If the problem keeps happening, contact NetSuite 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 you’re matching is missing required fields, so NetSuite can’t create the memorized template.

Make sure all required fields are set on the transaction you’re matching.

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 isn’t in a valid accounting period, and no default accounting period is set.

Add a valid accounting period for today, or set 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 general error appears when NetSuite can’t return a translatable string. It may be caused by a service outage, or by NetSuite trying to generate a rule even though the match doesn’t meet the needed criteria (for example, if there are multiple transaction lines).

Try again later. If the problem keeps happening, contact NetSuite Support.

If you're 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 for the rule is different from the rule’s account.	Go to the memorized transaction record and update the account to match the rule’s account. If you meant to use the new account, create a new rule for a transaction with that account. See Generating Auto-Create Rules.
The Memorized Transaction Record has more than one line item.	You edited or added lines in the memorized transaction record for the rule.	Go to the memorized transaction record. If there’s more than one line, remove the extras.
SuiteScript API error: Please enter value(s) for: FieldName1, FieldName2.	You added required fields to the form that aren’t set yet 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 created a rule for a record that doesn’t let you set the account currency.	Go to the memorized transaction record. For the selected entity, pick the same currency as the account.

Error

Cause

Recommended Action

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

The account on the memorized transaction record for the rule is different from the rule’s account.

Go to the memorized transaction record and update the account to match the rule’s account.

If you meant to use the new account, create a new rule for a transaction with that account. See Generating Auto-Create Rules.

The Memorized Transaction Record has more than one line item.

You edited or added lines in the memorized transaction record for the rule.

Go to the memorized transaction record. If there’s more than one line, remove the extras.

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

You added required fields to the form that aren’t set yet 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 created a rule for a record that doesn’t let you set the account currency.

Go to the memorized transaction record. For the selected entity, pick the same currency as the account.

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