Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
NSC | How to Copy Line Memo to Header Memo on Journal Entries
When Journal Entries (JEs) are automatically created by an integrated purchasing system, the line-level memos are populated, but the header memo field remains blank. Since NetSuite’s Bank Data Matching tool displays only the header memo, this creates visibility issues for reconciliation.
Solution:
NetSuite doesn’t provide a native way to roll up line memos into the header memo field, but you can implement a workaround using:
- A custom non-stored field on the Journal Entry header
- A Saved Search to extract and concatenate line memos
- A Scheduled Workflow to copy that value into the standard header Memo field
Step 1: Create a Custom Transaction Body Field
Tagged:
0