Using Memorized Transactions

Creating a Memorized Transaction

TODO

Editing a Memorized Transaction

TODO

Using a Memorized Transaction

1. Navigate to the /wiki/spaces/ERP/pages/34112136 screen by clicking on the Accounts Payable tab, then selecting the Voucher Entry menu item.
    
2. Select the appropriate Account Period by clicking on the Acctg. Period field drop down list.
    
3. Choose a Division from the drop down list.
    
4. Locate the correct Vendor for this Voucher by clicking on the Vendor drop down list and selecting the appropriate entry.
    
5. If necessary, change the Invoice Date by either keying in a valid date or selecting a date from the Calendar by clicking on the drop down arrow.
    
6. Enter in the total dollar amount of the Voucher into the Invoice Amount field.
    
7. Specify the values for any other desired field by clicking anywhere within the field and entering an appropriate value.
    
8. Once complete, click on the Save button. The system will save the Voucher and create the first line of the G/L Distribution.
    
9. Under the Memorized Transaction box in the lower right, click on the Select button. The Memorized Transaction Listing will be displayed.
    
10. Using the Filter Criteria and listing, search for a select the desired Memorized Transaction. When selected, click the OKbutton.
     
11. The Voucher’s G/L Distribution will be populated as defined in the selected Memorized Transaction.