does anyone use memorized transactions? do you fin...
# general
z
does anyone use memorized transactions? do you find them very useful?
m
I find memorized transactions to be extremelly difficult to work with. There are many issues that arise from them 1. Memorized transactions tend to trigger scripts and other automations that they are not intended to trigger because the field values set on them keep being copied over to new transactions 2. You cannot easily update the transaction information for each memorized transaction. For example, if memorizing Invoices for subsription services or something similar if you use legacy tax the new Tax Rates do not get used on future transactions even if you update the tax tables 3. Making changes or edits to memorized transactions usually requires you to delete everything and start again
I try my best to use workflows to replicate the same functionality as a memorized transaction as that has way more flexibility
However, workflows do have some limited availability so it doesnt work for every situation
z
i ran into issues similar to your point #3 today. my accountant made a memorized transaction definition for some invoices that she totally forgot to change and had a hard time editing them
m
yes
For invoices i would recommend trying to use a workflow to transform either an estimate or sales order into an invoice (or a custom sales transaction)
this way you can always update the intitiating transaction at anytime to make changes to future creations of the invoice
z
i can make workflow for her that creates the invoices she wants so i'm gonna offer that for her. i've personally never found a use case for memorized transactions so i'm curious what others are doing, or if this is one of those netsuite features that is mostly pointless.
m
Ive seen it used a lot for journal entries....posting allocations/amortizations or even managing deferred revenue in very simple cases. I've also seen it used for creating Invoices for companies that do Rentals or Leases. I think this was a feature that very early on in Netsuite if not an original feature and now there are many other tools to help manage these processes that remove the need for memorized transactions
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e
I only hear about memorized transactions when the users create them by mistake 😝
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