Migrated AR Data

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Posted on by RR-07061806-0

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Good day,

With our upgrade only opening balances were entered for AR. Some of the salesrep numbers were incorrect at the invoice level, these are open documents. Can this be changed/updated via the configuration package?

The main issue here is that we pull TBs by salesrep numbers and there were some queries, when checked with the history in GP we noticed the inconsistencies. A customer may have an assigned salesrep number, if another salesman should sell the same customer the salerep number will be changed.

Regards

Rosemary

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Dynamics 365 Business Central

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Valentin Castravet 29,902 Super User 2025 Season 2 on at

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Migrated AR Data

Based on your description these are posted entries, so you can’t edit them with configuration packages. Configuration packages can only edit and create unposted data.

Your options are to reverse and recreate the opening balances with the correct salesperson code, or have your Business Central support partner edit the posted data directly if they know how (requires elevated tools/permissions regular user don't have). Editing posted data isn’t generally recommended as reversing and reposting is standard but in this case it may make sense to do if there are a lot of entries to reverse and repost.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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