Deleting Recurring Payables Batch

  • Deleting Recurring Payables Batch

    Posted by DSC Communities on March 27, 2017 at 2:39 pm
    • Amy Karl

      Member

      March 27, 2017 at 2:39 PM

      Hello

      I am trying to delete an obsolete recurring Payables batch.  When I go in through Transactions>Purchasing>Batches, pick my batch, and click Delete it tells me “You aren’t allowed to delete unposted documents that have been printed”.  I also tried going into the batch through the Transaction entry to delete each payable one by one & receive the same message.  Everything has been posted.  Any suggestions?

      ——————————
      Amy Karl
      Journey Mental Health Center
      Madison WI
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    • Steve Burney

      Member

      March 27, 2017 at 5:42 PM

      Hello Amy,
      We have run into this also and here is what it took for us to complete. This comes from the Help screen in GP.

      Use the Payables Batch Entry window to correct or delete a batch. You can change or delete unposted batches at any time. Recurring batches are deleted after the batch has been posted the number of times you specify in the Recurring Posting field.

      Check your number of times and change this to see if that helps.

      I hope this helps answer your question.
      Steve

      ——————————
      Steve Burney
      Senior Financial Systems Administrator
      Correct Care Solutions
      Nashville, TN United States
      sburney@correctcaresolutions.com
      615-312-7272
      Twitter @SteveBurney
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    • Leslie Vail

      Member

      March 27, 2017 at 6:06 PM

      Hi
      There is a checkbox in the Options area of the Payables Setup window that says “Delete Unposted Printed Documents”. Try checking that box and then delete the recurring batch.
      Kind regards,
      Leslie

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      Leslie Vail
      Accounting Systems Consulting, Inc.
      Dallas TX
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    • Amy Karl

      Member

      March 28, 2017 at 1:08 PM

      Thank you for the options.  We had to check the box in setup to get it to work but that was extremely helpful.

      ——————————
      Amy Karl
      Journey Mental Health Center
      Madison WI
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    DSC Communities replied 7 years, 3 months ago 1 Member · 0 Replies
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