Memorized AP Transactions Page

Prev Next

The Memorized AP Transactions page displays templates created using the memorize function for AP invoices and credit.


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

  1. Open the Accounting application.

  2. Expand the Accounts Payable category.

  3. Click AP Transactions.

Search

Navigate to pages with the R365 global search bar:

  1. Enter all or part of the page name in the R365 global search bar.

  2. 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.