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This article applies to:

  • Product: Accounting CS
  • Subject: Accounts Payable

Use transaction templates to create payable and credit memo transactions

You set up on-demand transaction templates in the
Setup > Payable Templates
 screen. You can select 1 of these templates to have the application create a payable or credit memo at any time. This payable or credit memo is created using the information in the template record as default information for the transaction.
  1. Select
    Actions
    , then
    Enter Payables
    .
  2. On either of the following, select the template to use to create a transaction.
    • Temp/Amort
       on the
      Detail
       tab.
    • Template
       on the
      Rapid
       tab
    note
    • To show
      Template
      , clear the
      Hide Column
       checkbox for
      Template entry
       on the
      Options
       window.
    • The
      Temp/Amort
       and
      Template
       dropdown lists include templates in the
      Payable Templates
       screen with an
      On demand
       frequency.
  3. Enter new information and edit the information from the template record.
    note
    The application enters default information from the template.
  4. Select
    Enter
     to save the transaction.

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