Enter and Use Memorized Transactions

How Do I...

You can enter and save common transactions for later use. The types of transactions Sage 50 can memorize and store include customer quotes, sales invoices, purchase orders, payments, or General Journal entries. For example, you may want to repeat a transaction previously used for a customer several times. Using memorized transactions can save time in repetitive data-entry tasks.

To enter a memorized transaction

1. From the Maintain menu, select Memorized Transactions. Then, select the type of transactions desired.
2. Enter a transaction ID and description that defines the transaction. Then, enter the transaction information.

3. When finished, select Save to record the memorized transaction for later use.

   Memorized transactions are not posted to journals or the general ledger.

   Note: Not all transaction fields are maintained in memorized transactions. Once the memorized transaction is selected for use in the task window, you must enter unique fields such as the invoice number and date.

To use a memorized transaction displayed from the Maintain Memorized Transaction window

1. Enter or select the transaction ID from the drop-down list in the Maintain Memorized Transaction window.
2. If you are creating this transaction for a vendor or customer, enter their ID. If this is a General Journal entry, you can skip this step.
3. Press Select to display the transaction in the corresponding task window.

What do you want to do next?

• Memorize existing transactions
• Perform other basic procedures
• Read the memorized transactions overview

Published: March 21, 2017
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