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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / RM transactions are no...
Microsoft Dynamics GP (Archived)

RM transactions are not visible in Document Inquiry

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Posted on by Alaa Ramadan 4,130

I came across a scenario where a receivable batch has been uploaded from lockbox and posted

All transactions are payments types that has been applied against invoices

The transactions are not visible from the Document inquiry

The transactions are visible in Customer Inquiry but when attempt to zoom in, It shows blank screen.

The same transactions are showing in RM20101  (Open RM ) but not in RM20201 (Open Apply)  

Not sure what went wrong ....

Is there any way for easy fix? if not would it be possible to clear this batch and re-uploaded

Any thoughts greatly appreciated!

 

  

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  • Lyn Barr Profile Picture
    Lyn Barr 1 on at

    It sounds like the integration was somehow interrupted or incomplete. Have you used this integration before, or is it new?

    Since GP seems to show the payments as posted but not applied, can you try applying one of them? I'm just curious.

    As for backing them out & re-loading them, you would have to void the transactions one by one. There is no way to do a mass void. (If they were still in an unposted batch, you could have deleted the batch.)

    You can void them from Transactions >> Sales >> Posted Transactions.

  • Heather Roggeveen Profile Picture
    Heather Roggeveen 9,150 on at

    You could try running reconcile in Accounts Receivable - I am not sure it will work, but always worth a go. Tools --> Utilities --> Sales --> Reconcile --> Outstanding Document Amounts.  Then repeat with Current Debtor Information.

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