Memorize
Existing Transactions
How
Do I...
Use this procedure to record an existing transaction for later use.
For example, you can memorize an existing sales invoice and use it for
other customers. Sage 50 can memorize and store quotes,
sales invoices, purchase
orders, payments, or General Journal entries.
- From the Tasks
menu, select the type of transaction you want to memorize.
-
In the corresponding task window (for example Sales/Invoicing),
select the List toolbar button, then select an existing transaction. Tell me more about looking up or editing existing transactions.
Note: You can
also enter new transaction data in the task window, if desired.
- With the transaction information displayed, select the drop-down arrow next to the Copy button and choose
Memorize for future use. If the transaction screen does not have a Copy button, select the drop-down arrow next to the Save button and choose Memorize. Sage 50 displays the corresponding Maintain Memorized Transaction window
along with the recorded transaction data.
- Enter a
and
that easily identifies the transaction for later use.
- When finished, select Save
to record the memorized transaction.
What do you want to do next?