Memorized Transaction Definition

Internal ID: memdoc

Fields

Internal ID Type nlapiSubmitField Label Required Help
action select Action true Choose one of three options in the Action dropdown list: * Choose Template Only if you want to create a memorized transaction that will be used as a template, but will not create any actual transactions. * Choose Reminder if you want to be reminded when this transaction is due so that you can view and edit it before you save it. * Choose Automatic if you want this transaction to automatically post. For information about this option, see the Help Center article titled "Automatic Memorized Transactions."
allowpostinginclosedperiod checkbox Allow Posting in Locked Period false Check the Allow Posting in Locked Period box to enable the transaction to post to an accounting period for which transactions are locked. You must have the Override Period Restrictions permission to check this box. When this box is checked, memorized transactions can post in locked periods even if the user who initiates the transaction does not have the Override Period Restrictions permission. Transactions can never be posted in closed periods. If the posting date for a memorized transaction is in a period that has been closed, it is posted to the next open period. For more information, see the Help Center article titled "Accounting Period Management."
externalid text External ID false
id integer Internal ID false
indefinite checkbox Indefinite false Enter the total number of transactions which should be created in the Number Remaining field. If you do not want to set a limit on the number of transactions created, clear the field and check the Indefinite box.
inprogress checkbox Being Processed false
internalid integer Internal ID false
isinactive checkbox Inactive false Check the Inactive box to prevent the memorized transaction from creating any more transactions.
name text Name true The name of the memorized transaction. By default, this is populated with the payee, vendor, customer, or project name you selected when entering your memorized transaction. The name you enter appears in the list of memorized transactions but does not affect the name you entered on the original transaction.
nextdate date Next Date false Enter or pick the next date you want this transaction to occur. If you want this transaction to occur automatically, you must enter a next date here. If you do not enter a next date, the transaction will not post automatically.
nexttrandate date Next Transaction Date false If you checked the Override Transaction Date box, in the Next Date field, enter the next date you want the transaction to be generated, and enter the date you want the transaction to post in the Next Transaction Date field.
numberremaining integer Number Remaining false Enter the total number of transactions which should be created in the Number Remaining field. If you do not want to set a limit on the number of transactions created, clear the field and check the Indefinite box.
origbinactive checkbox false
overridetransactiondate checkbox Override Transaction Date false Check the Override Transaction Date box if you do not want the transaction to post on the creation date. Then you must do the following: * In the Next Date field in the Recurring subtab, enter the next date you want the transaction to be generated. * If you want this transaction to automatically occur, you must enter a next date here. If you do not enter a next date, the transaction will not automatically post. * In the Next Transaction Date field beside Next Date, enter the date you want the transaction to post. For example, today's date is 7/15. You want the first transaction to be generated on 7/16 and to post on 7/20. Check the Override Transaction Date box and enter 7/16 in the Next Date field and 7/20 in the Next Transaction Date field beside Next Date.
repeatevery integer Repeat Every false Select the number of times in a time period a transaction will be created.
timeperiod text Time Period false Select the Time Period over which transactions will be created.
transactiontemplate select Memorized Transaction Template false
transactiontype select Transaction Type false
updateaddresses checkbox Update Addresses false Check this box if you prefer that each memorized transaction uses the email, fax, and street address that is current as of the date it is created. Clear this box to use the email, fax, and street address that is current as of the date it is first memorized.
updateprices checkbox Update Prices false Check this box if you prefer that each memorized transaction uses sales pricing for items that is current as of the date it is created. Clear this box to use sales pricing that is current as of the date it is first memorized.

Sublists

customdates - Custom Dates

Internal ID Type Label Required Help
customdateid integer Custom Date Id false
memdoc select Memorized Transaction Definition false
nextdate date Next Date false
nexttrandate date Next Transaction Date false

Search Joins

Join ID Join Description Actual Join Name
transaction Transaction Transaction
user User Employee

Search Filters

Internal ID Type Label
action select Action
allowpostinginclosedperiod checkbox Allow posting in locked period
amount currency Amount
externalid select External ID
externalidstring text External ID (Text)
hasremaining checkbox Has Remaining
indefinite checkbox Indefinite
internalid select Internal ID
internalidnumber integer Internal ID (Number)
isinactive checkbox Inactive
name text Name
nextdate date Next Date
nexttrandate date Next Transaction Date
numberremaining integer Number Remaining
overridetransactiondate checkbox Override Transaction Date
repeatevery integer Repeat Every
timeperiod select Time Period
transactiontype select Transaction Type
updateaddresses checkbox Update Addresses
updateprices checkbox Update Prices

Search Columns

Internal ID Type Label
action text Action
allowpostinginclosedperiod checkbox Allow Posting In Locked Period
amount currency Amount
externalid select External ID
indefinite checkbox Indefinite
internalid select Internal ID
isinactive checkbox Inactive
name text Name
nextdate date Next Date
nexttrandate date Transaction Date
numberremaining text Number Remaining
overridetransactiondate checkbox Override Transaction Date
repeatevery integer Repeat Every
timeperiod text Time Period
transactiontype text Transaction Type
updateaddresses checkbox Update Addresses
updateprices checkbox Update Prices