Hi @Pamela Stephenson

Essentially, you told the GP System that there was a cost on that invoice, but no income. The cost field is for recording what the item cost YOU GUYS as a company so it would debit an income account because a cost is a debit in a sales transaction.

To correct this you’ll need to void that – or return it depending on…

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The duplicate check box AFTER the “Allow Transaction Level Posting” is if you want GP to post through even if you are posting from a transaction instead of posting the batch.

Can you elaborate on it not working? Exact steps you are taking and exact error messages.

Hi Wendy,

Analytical accounting may not be what you need, there is not enough information to determine that in your post.

Another easy way is to use MDA or Multi-Dimensional Accounting – you already own it, or you may actually need the project module – that is an additional cost if you do not already own it.

Let us know exactly what you track and…

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I cannot find a field like that but you can do the math using POP10500

Elaine,

In many cases the transactions are messed up and even Batch Recovery can’t work. In those cases you want to use SQL to fix the issue.

My suggestion is to have your IT or partner open SQL, go to that database and reset the batch to a postable status as in Kerry’s note above. After that DO NOT TRY TO POST IT AGAIN. Go to the batch and…

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Hi Calvin:

There are a few ways and a few places – including an automated write off where you code in the limit you are willing to write off and all short-paid invoices or over-paid invoices will write off that small amount.

First, in Sales Apply Document – a window used during cash receipts and applying payments and credit memos. as in the…

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Hi Howard,

Are there any links in the footer you pasted in? That form does not like external links.

Ah! Okay, that is NOT Dynamics GP Native functionality it is a product by Blue Moon. I would reach out to Blue Moon for help on this.

Hi Eddie,

Can you be specific by what you mean by “Project Tracking”? If it is the project module then let me know which report it is in order to best advise.

Hi Jill,

You do NOT have to go one line at a time. The easiest way to reserve in bulk is to use the “Reservation Worksheet”. After you enter the sales order OR at a set time OR with slight development or scheduled jobs you could try and automate this.

But you open “Reservation Worksheet”, then “Get Demand” and all lines that can be reserved pop…

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Hi @Jennifer Wheeler

Have you updated all of your printer drivers?

Hi Vicki,

Have you verified that you’ve also installed SmartList Builder?

SLB is what is controlling the view of smartlists, SmartView is just another SmartList view, not the SmartLists themselves.

If you do not install SmartList Builder then any customer SmartLists they built with the Builder will not be visible.

Clay, I am in full agreement with Kerry – If you remove those from the tables it will not show up any longer. Be very careful removing them and be sure to get it out of all tables.

Rick,

I would still advise to make the company names the same EXCEPT at the end of them you can add “US” and “CAN” or whatever countries they are in.

Such as ‘Aisling Dynamics US” and “Aisling Dynamics UK”.

That should distinguish for the end users AND you can use a different field to pull in any legal name you need on forms.

Hi @bctaittaitdistributors-ca

I would advise against removing vendors and customers. And I’m not sure a delete would work in the user interface even if we archived many of your old sales.

You can mark them as inactive, with a SQL script, and then we can set the vendor and customer lookups to ignore inactive master records.

Other than that, I…

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Hi Rick,

The databases can’t have the same name, but I’ve never seen it not take similar and exact names in the description of the database in the SY01500. However, if you are getting an error, try just adding a period (.) to the end of one of the names and let us know what happens

We have found that setting up intercompany and consolidations in BC is quite easy! Here is a vlog on how to setup consolidations!

https://dynamicscommunities.com/ug/dynamics-business-central-nav-ug/setting-up-using-and-reporting-on-consolidations-in-business-central/

Hi David,

Sorry for the delay, I cannot see your screenshots in the PDF, try saving them as JPG or PNG and attach them here again!

Hi David!

At the top of the BOM entry screen there should be a link called “Notes”. It is there that you enter the note.

@hblitsteindatasystemservicesllc-com -Hi Howard,

The exchange rate differences you are noting between the payment coming out of the bank and the GP equivalent are due to the dates you have in your exchange rate table setup in GP administration tab.

It sounds like you have a bit of a mess on your hands, and it appears that you are missing key…

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Hi Jessie!

I can’t wait for the three amigos episode that Steve Chinsky mentioned! I wanted to submit this entry our company just did this morning.

The blog is basically a summary, along with steps on how to perform.

https://aislingdynamics.com/new-features-for-jobs-now-projects-in-bc-release-wave-1-2024/

Hi @calvin-smithus-bigdaishowa-com

Yes, in order to have one customer be able to affect another customers payments and invoices they have to be setup with a relationship in the National Accounts card.

It’s very easy to set this up, but as I said before, it would have to have been setup before you entered the transactions in question.

@calvin-smithus-bigdaishowa-com

Essentially, when you have setup a national accounts hierarchy in Sales>Cards>National Accounts and marked there that you Allow Receipts for Entry for Children of the National Account then this field (below) in the apply window will open up.

CAVEATS: The customers must have been setup as national accounts…

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Hi Joseph,

Try just putting “Line” in the search, the first time I looked for it I could not see it either, but remember to expand the List area if you see a Show All indicator

Hi @joe-gorman-homegmail-com

If you are using Inventory there is an Inventory Purchase Orders report that shows all open items on PO’s and their QTY status.

Otherwise, if you are not using inventory and wanted it presented in a more readable fashion, then use a configuration package for Purchase Lines (Table 39), choose which columns (so many…

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Hi Eddie,

Audit trails come pre-setup in GP, so you do not need to set that up.

However, you mention tracking changes.

You can setup change tracking in GP, but be aware that it can slow the system WAY down if it is setup incorrectly. You will want to limit what it is you are tracking so you do not overwhelm the system.

This looks like an older…

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Hi Christine:

To apply a Credit Memo, you use Sales>Transactions>Apply Sales Documents

Pull up the customer, under that choose the type of document you wish to apply to open invoices, then you choose the document itself below that.

Click the apply check box next to what you want to apply it to.

If you use this window – you will not get an…

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Hi @pamelastephenson

When you say tax update, was that the year-end update?

Either way, it’s also possible someone messed with existing configurations.

Please check your Vendor setup window in payroll along with checking the settings on that particular garnishment.

Hi @stephaniemyers

@david-morinellotruckpro-com is accurate, there are no out of the box SmartLists for seeing what check or credit memo applied to what invoice or vice versa.

Victoria Yudin produced several SQL Views that can help create that SmartList. There are steps to getting this done.

1) Create the SQL view in SQL (you may need your IT…

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Hi Christine.

It is not uncommon that one transaction of any kind in any batch not post when the rest do. This is because GP will post information it deems viable and kick back transactions that are not.

The real question is why it is not showing in Batch Recovery.

The trick when you DO find these in Batch Recovery is to recover the batch,…

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Hi David,

The Wipfli product with GP has many issues and in my experience constantly needs to be trouble-shot. Their support is also a little slow. But they are the most popular solution for Concur. I’m not familiar with the Armanino solution, though I’d love to see it. All I know is I’ve built out custom SmartConnect integrations for Concur…

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Hi Christine!

You’ll likely need to engage with your GP Admin or Partner to look at this.

Many times with GP transactions get stuck and you cannot see or fix it in the User Interface and the repair must be done in SQL.

Without access to SQL to find and look at that transaction we likely can’t help.

Can you see the manual payment in any batch or see…

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I do have team, just email me at jo.deruiter@aislingdynamics.com

Hi Tammy:

Pamela is right, but let me expound on that.

If you do a Receipt, whether it is in Bank Transactions or in Customer payments then the next step is to go to Financial>Transactions>Bank Transactions and go to Bank Deposits.

There you can group each individual receipt into the grouping you put on the deposit slip for the bank so that your…

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Hi David.

Depending on the complexity you can use SmartConnect if you have it. Otherwise, most Concur to GP integration is done through the Wipfli product, though it does have its challenges.

Hi Jill:

You can use SmartConnect to update the document that exists with it’s line items, not sure who said you can’t.

You will need the Document Type, SOP Number, Customer Number along with the item information in the upload file.

This is fairly easy to build and if I can help in anyway let me know.

Howard,

That is very interesting, was there any kind of code adding the leading zero?

Hi Christine!

This is likely a scenario you will need to engage with your partner or consultant on. They will need to do some data repair in SQL to get this fully fixed.

Unfortunately you may not be able to even void this in the GP user interface.

Let us know if you need further help, but on this one we can’t advise unless we could actually see…

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Hi David!

Perfect!

The Averaging Convention is indeed what determines WHEN the asset starts depreciating.

And Full Month would depreciate a full month no matter when in the month the asset is acquired. Full Period will look at the Fiscal Calendar setup to see if you have custom periods (i.e. not traditional calendar months) and depreciate based…

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Hi Blaine,

This is odd, can you paste in to this thread what the setup you are trying looks like? I’m having no issues setting this up for recurrence when I try it.

Paste in that screenshot and we may be of more help.

Hi Chris,

For this one you are likely to need a developer as you cannot enter a date formula there. This has already been submitted to Microsoft as a solution fix, but here is more about it.

But, this is an issue that does not seem to have a resolution yet.

Eddie,

This error means the voucher number used on one of the transactions already exists in the PM00400 table and you need a new voucher number.

It could be someone changed the next number in Payables setup and it is now trying to grab already used numbers or someone manually entered an existing voucher number.

Take a look at the voucher…

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Hi Devon,

The script you seek would depend on what modules the company is using. You may need to take the script you found and add to it or subtract from it.

What module setups are missing from their script?

Hi @chris-warren

When you are in the Job Queue Entry Card, expand Recurrence toward the bottom of your screen then enable to “Run on X day” and fill in the rest.

Hi David!

I would recommend copying the company DB to a test DB.

There, go ahead and edit the Fixed Assets (FA) calendar to 12 months

Now, you have a choice – rerun depreciation as of Dec 31 2023 and it will post the corrections to 12/31/2023 or you can run it each month for 2023 to correct.

Fixed Assets in GP has a wonderful functionality in that…

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Howard.

What steps are they taking in the mass retirement? It can be finicky and if you do not correctly setup the select assets area then it will not retire the assets.

Paste in some screenshots, but I would start with the Select Assets window, highlight the new Group they had to create to do it and at the bottom of the window change Show All…

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Hi Christine:

What may be occurring is that someone corrected the vendor card – but when SafePay is run it is populating the Payee field with what was on the check at the time the check was cut – not the name as it appears on the Vendor Card now. Also, the name on new checks will be what was on the transaction at the time you entered it…

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Hi Fiona,

I cannot find anything on an automatic setting, but this recent blog from June of 2023 lays out how you can setup the alerts on job failures:

https://demiliani.com/2022/06/23/dynamics-365-business-central-set-up-alerts-on-job-queue-failures/

Hi Christine!

In SmartList, the Receivables Transactions SmartList (SL) is what you want to run. To pull currently open (due) receivables open the Receivables Transaction SmartList list by clicking on the expansion + button. Here you see a list of previously built reports – the asterisk * is a default report provided by Microsoft. Any of…

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