SAGE 50 Proposal and Memorize Transaction Question

SOLVED

Hi

Two Questions:

Proposal:

We send out many proposals every day.  

1 - Is there a way to automatically close a proposal after 60 days because the pricing is no longer active

2 - Is there a way to close multiple proposals at the same time so I do not have to open each proposal and click the "Close Proposal box"?

Memorize Transaction:

How do I sent up SAGE 50 to automatically create a proposal/quote every month?

I used quickbooks over ten years ago and i remember that when I memorize a transaction to reoccur monthly, I would have a list of all my memorized forms.  Then I could select which one I wanted , change the data, hit save, and I was able to send out the updated form each month.  When I try to create a memorize transaction to create it monthly I only see it a a comment in my action window.  Not sure what I am doing wrong. 

thank you in advance

Heather

  • +1
    verified answer

    To answer your questions, (1) No, you cannot automatically close a Proposal after 60 days in Sage 50 - Proposals do not automatically close; (2) No, you cannot close multiple Proposals at the same time - you must close them one-by-one; and (3) While you can setup a Memorized Transaction for Quotes, you cannot do this for Proposals, and Sage 50 will not automatically create them - you will have to open a Quote transaction screen, click on the arrow next to List and choose Select, then choose the Memorized Transaction you want to pull into your transaction screen.

    Tammi M. Ermerins ([email protected])

    Certified Sage 50/Peachtree Accounting & Crystal Reports Consultant & Trainer

    800-780-0700 / 954-961-0600, Visit Us on the Web at https://pcosupport.com