Overview
Save supported recurring transaction patterns and generate new drafts.
Before you begin
Prepare a supported transaction pattern and confirm its master data is applicable to the intended subsidiary.
Main task
- Open Memorized Transactions under Accounting.
- Create/review the template and select a supported transaction type.
- Review header/line values, scheduling or generation options exposed by the form, and referenced accounts/items.
- Generate the next transaction using the template’s action and inspect the new draft.
- Update the template when future defaults need changing, and review each generated draft before submission.
Check the result
Templates preserve repeatable input; generated documents still need their normal validation and workflow. Previously posted documents do not change when a template is updated.
If something goes wrong
Inactive masters, missing assignments, obsolete dates/periods, or unsupported transaction types require template correction. Verify whether generation already succeeded before retrying.