The Memorized AP Transactions page displays templates created using the memorize function for AP invoices and credit memos.
New Experience Available
A new Memorized AP Transactions grid experience is now available. Memorized AP transactions are now found on a tab on the AP Transactions page. This article covers the classic grid. Read more about the updated Memorized AP transactions tab.
Security
The following permissions are required to access the Memorized AP Transactions page:
Accounts Payable → AP Credit Memos → View AP Credit Memos within Accounting
Accounts Payable → AP Invoices → View AP Invoices within Accounting
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Steps
Open the Accounting application.
Expand the Accounts Payable category.
Click AP Transactions.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Memorized AP Transactions Page
Columns
Column | Description |
|---|---|
Name | Name of the memorized transaction. |
Company | Indicates the vendor associated with the memorized transaction. |
Amount | The total amount for the memorized transaction. |
Created By | Name of the user who created the transaction in the system. |
Created On | Date when the transaction was created. |
Modified By | Name of the user who last updated the transaction. |
Modified On | Date when the transaction was most recently updated. |