Difference between revisions of "16. Memorized Transaction List"
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'''Memorized Transactions list''' | '''Memorized Transactions list''' | ||
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| + | If you have a transaction that you frequently enter, you can save time by memorizing it for future use. | ||
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'''Memorized Transactions list - Do you know how a Memorized Transaction works within ERP?''' | '''Memorized Transactions list - Do you know how a Memorized Transaction works within ERP?''' | ||
A '''Memorized Transaction''' is a Post-dated transaction that is an exact copy (other than the date), of the transaction it is created from. Within the '''Memorized Transaction List''' you can view all the transactions that have been created to recur after set intervals of time. All of the following types of transactions can be memorized: Journal Entry; Check; Purchase Order; Return Authority; Bill; Credit; Quote; Sales Order; Invoice; Cash Sale; Refund. | A '''Memorized Transaction''' is a Post-dated transaction that is an exact copy (other than the date), of the transaction it is created from. Within the '''Memorized Transaction List''' you can view all the transactions that have been created to recur after set intervals of time. All of the following types of transactions can be memorized: Journal Entry; Check; Purchase Order; Return Authority; Bill; Credit; Quote; Sales Order; Invoice; Cash Sale; Refund. | ||
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| + | *Sales Module | ||
| + | *Invoice | ||
| + | *After creating the invoice - at the top right of the invoice, right click for a drop down menu | ||
| + | *Select '''Memorized Transaction''' | ||
| + | *'''Memorize Invoice''' box opens | ||
| + | *Select the '''Frequency''' | ||
| + | *If Day... | ||
| + | *Base Date to Final Date | ||
| + | *Click '''OK''' | ||
| + | *It will then advise you of '''Invoice: Memorized 10 time(s) for example | ||
| + | *Click ok | ||
| + | *Save (Invoice) | ||
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| + | Memorized Transaction completed. | ||
Latest revision as of 10:52, 30 September 2015
Memorized Transactions list
If you have a transaction that you frequently enter, you can save time by memorizing it for future use.
Memorized Transactions list - Do you know how a Memorized Transaction works within ERP?
A Memorized Transaction is a Post-dated transaction that is an exact copy (other than the date), of the transaction it is created from. Within the Memorized Transaction List you can view all the transactions that have been created to recur after set intervals of time. All of the following types of transactions can be memorized: Journal Entry; Check; Purchase Order; Return Authority; Bill; Credit; Quote; Sales Order; Invoice; Cash Sale; Refund.
- Sales Module
- Invoice
- After creating the invoice - at the top right of the invoice, right click for a drop down menu
- Select Memorized Transaction
- Memorize Invoice box opens
- Select the Frequency
- If Day...
- Base Date to Final Date
- Click OK
- It will then advise you of Invoice: Memorized 10 time(s) for example
- Click ok
- Save (Invoice)
Memorized Transaction completed.
