Edit a Record or Transaction
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. Click 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.