Deleting Memorized Transactions

You can delete a memorized transaction if you no longer want it to recur. Deleting a memorized transaction does not delete the associated transactions.

When you delete a memorized transaction, the change is tracked on the system notes of the memorized transaction.

Note:

It is not possible to delete a memorized transaction that is used by auto-create rules. You need to delete the auto-create rule first to be allowed to delete the related memdoc.

To delete a memorized transaction:

  1. Go to Transactions > Management > Enter Memorized Transactions > List.

  2. Click Edit next to the transaction you want to delete.

  3. From the Actions list, select Delete.

    Note:

    If you do not see the Actions list with a Delete option, your role does not have the correct permission level. You must have the full level of the Memorized Transactions permission to delete a memorized transaction. For more information, see Memorized Transactions.

    NetSuite prompts you to confirm the deletion.

  4. Click OK.

Related Topics

General Notices