Enter and Use Memorized Transactions

Related topics

Memorize existing transactions

Perform other basic procedures

Read the memorized transactions overview

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.

    Enter up to 20 alphanumeric characters for a new memorized transaction ID. You cannot use *, ?, or + in the code. For existing memorized transactions, you can look up the transaction you want.

    The code is case sensitive, so that codes A1 and a1 are seen as two different transaction IDs. Numbers sort before letters, and capital letters sort before non-capital letters. It's important to use consistent and logical coding. You might want to code your most popular items so that they will appear first.

    Enter up to 30 alphanumeric characters that describe the memorized transaction. Sage 50 displays the description in the Memorized Transaction lookup list box.

  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.