Memorize Document
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Access this form during transaction entry using |
Use this form to memorize an unposted document (under a new name) for recalling in a subsequent session. Later, you can save time by recalling this document. The system reproduces this document just as you memorized it, using either the actual amount or asking for the amount to apply to the percentages. Any changes made to a vendor or customer (like an address change) after the document is memorized, is reflected when the document is recalled.
Advanced Security Users
Account Level Security is available for this form. It allows you to define (filter) the account codes and related amounts a user can view. Note that if a user does not have Account Level Security enabled, they can see all account codes.
Multicurrency Users
The system displays the Actual {Currency Code} Amounts field (instead of the Actual Amounts field), which includes the memorized document's currency code, if the Multicurrency module has been installed and added by the Administrator (Organization>Add a Module). Therefore, any memorized transactions that are selected with this option, are associated with that currency. Alternatively, if memorized transactions are selected with the Percentages option, the documents can be used in other currencies.
Name: Enter a name for the memorized document, or select one from the drop-down list. If you select a previously memorized name, the new entry overwrites the existing one. The name assigned here is used later, when you recall the document using Recall Memorized Document 
. We recommend limiting your entry to strictly alphabetic characters (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols.
Actual Amounts, Percentages: Select either actual amounts or percentages for your memorized document. If you select percentages, the system converts the amount for each line item to percentages (100% for Debit and 100% for Credit). Use percentages if the currency amounts for the document vary each time it is recalled.
- In order for Memorize Document
to be available, you must have entered data in all of the required boxes of the document; it must be in balance; and it cannot be posted. - When you memorize a document with user defined fields, those fields are copied to the new document.