How do I add, create, or run a macro in Sage Desktop in 16.1 or newer?
Description
Cause
Resolution

Open the application the macro is for, then from the Tools menu, select Macros.

To run an existing macro:

  1. In the Macros window, click Open.
  2. Browse to and select the macro file (.mac), then click Open.
  3. Click Run.

To create a new macro:

  1. In the Macros window, click New.
  2. Click Add Step.
  3. Select the commands representing the actions you want completed when the macro runs. Commands that appear in gray are not available for use in the macro.
    • If prompted for file names, enter the file names to use when the macro runs.
    • If a Print Selection window opens, make print selections as needed.
    • If the macro is for a series of reports, enter the report information and decide whether the report prompt fields can be changed when the macro runs.
  4. When prompted, select whether to continue with the macro if this step fails, or discontinue if it fails. A macro step could fail if the disk is full, the printer is offline, conditions for a report cannot be met, or a required file does not exist.
  5. Continue working with the macro by clicking Add Step to add more steps, Insert Step to insert steps above selected steps, Delete Step to remove selected steps, and Change Step to modify selected steps.
  6. When the macro is complete, click Save As, assign a name and location for the macro, and click Save. If you use the same name as another macro, the old macro is overwritten, not added to.
  7. When you are finished, click Close to close the Macros window.
  8. Run the macro to test if it is working properly.

To change an existing macro, refer to article ID 63485 DocLink: How can I edit my Macro?

DocLink: How can I edit my Macro?

[BCB:156:Chat 300 CRE US:ECB]
Defect ID
540735
Steps to duplicate
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