During a recent internal audit, it was suggested that data (A/P) be archived on a more routine basis . Professional Advantage was suggested by our VAR, however, since we frequently use a utility to perform history transfers (chart of account maintenance) we cannot use the product. Does GP (version 10 or beyond) have an archiving tool/utility or are there any other GP compatible third party products, similar to Professional Advantage, available? Outside of GP or a third party product, how are companies archiving data?
To my knowledge, Professional Advantage's Company Data Archive is the only tool around. It's a very nice tool. I'll be watching this post to learn about any others.
What do you mean by the phrase below?
"we frequently use a utility to perform history transfers (chart of account maintenance) "
Leslie Vail, CPA, MVP, MCT, MCITP, MCP, MCITSASCI, Inc. * PO Box 600965 * Dallas, TX 75360 * 972-814-8550 * firstname.lastname@example.org
A utility within GP is used to consolodate general ledger account numbers and their respective histories. Professional Advantage notes that this utility is rendered useless when their product is used.
I think what were are talking about here is GL Reconcile and the GL summary tables. If you archive history by moving them into another compnay if you were ever to run GL reconcile for the archived years the summary data would be lost. However, I little DTS script to copy the GL10110 and GL10111 tables from the archive company to production company would quickly remedy that.
Richard E. Wheeler 2013 MVP
MS Dynamics GP Support
www.rbsolutions.com Revered Business Solutions Ballston Lake, NY 518-877-0763 x10
If you are talking about the Professional Services Tools Library which combines GL accounts, then yes, UNLESS you also run the same utility against the archive company. I have a client that uses that product who is constantly changing vendor IDs. So long as they make the same change in both companies, everything works fine. It's a disipline, but it works.
Their product is the only one like it that I know and I have used it for many years. Did they offer the suggestion to run the utility in both the archive company and the production company as a possible solution?
If you are talking about using the period consolidation routine in general ledger, then I don't really understand what the problem would be.
Thanks all for your responses. Much appreciated. I forwarded to my IT team for further considerations.
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