Add or run macros in Sage Desktop in versions 16.1 and later
Description
Cause
Resolution

Run an existing macro

  1. Launch the application where you'll use the macro.
  2. Go to Tools and then Macros.
  3. In the Macros window, click Open.
  4. Browse to and select the macro file (.mac), then click Open.
  5. Click Run.

Create a new macro

  1. Launch the application where you'll use the macro.
  2. Go to Tools and then Macros.
  3. In the Macros window, click Add Step.

    NOTE:

    If you already have an existing macro open, click New instead of Add Step.

  4. Select the commands representing the actions you want completed when the macro runs. Commands that appear in gray aren’t 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. Decide if you can change the report prompt fields when the macro runs.
  5. When prompted, select whether to continue with the macro if this step fails, or discontinue if it fails. A macro step can fail for multiple reasons.
    • The disk is full
    • The printer is offline
    • The report doesn't meet the conditions
    • A required file doesn’t exist
  6. Continue working with the macro using the following options:
    • Add Step to add more steps
    • Insert Step to insert steps above the selected steps
    • Delete Step to remove selected steps
    • Change Step to modify selected steps
  7. When the macro is complete, click Save As, assign a name and location, and click Save. If you use the same name as another macro, the old macro is overwritten, not added to.
  8. When you’re finished, click Close to close the Macros window.
  9. Run the macro to test if it’s working properly.

Edit an existing macro

Edit a macro to change the existing steps.



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