Edit
a Record or Transaction
How
Do I...
There are several ways to edit a record or transaction within Sage 50.
Common methods are listed below.
To edit records
The following are two common methods for editing maintenance records
(for example, customers, vendors, employees, and accounts) in Sage 50.
- When a maintenance window is open, enter the record
ID in the first field. To search through a list of records, select the
Lookup button
(a magnifying glass) to see a list of records. Both methods display the
record information in the maintenance window where you can review data
and make changes, if necessary. Select Save
to record your changes.
- When entering transactions that use record IDs,
select the lookup
button (a magnifying glass) to see a list of records. Select a record
in the lookup list. Then, select the Edit
button to open the record's maintenance window, where you can update information.
To edit transactions
- From most task windows, you can open and edit
previously entered transactions by selecting the List
button. Sage 50 displays the corresponding list.
You can either double-click a specific transaction, or highlight it and
select Open to open the original
transaction in the task window. Then, you can view the detail and edit
it, if necessary.
- For Events and Tickets, select Open.
Then, highlight the ticket or event you want to editClick OK..
Now, you can view the detail and edit the ticket or event.
- In some Sage 50 windows
that list transactions (for example, Collection
Manager, Cash Flow Manager,
and Payment Manager),
you can select the Detail
button to display and edit a transaction.
- You can display and edit transaction detail in
certain reports. Double-clicking a transaction listed in a report displays
the original transaction in its task window. This is called "drilling
down." You can modify the transaction (if allowed), save or post
the new transaction, and return to the report window. This feature is
quite useful if you need to display or edit detail for a filtered group
of transactions.
What do you want to do next?