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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Removing Completed Doc...
Microsoft Dynamics GP (Archived)

Removing Completed Documents

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Posted on by Community Member Microsoft Employee

Hi All

Hoping you can help me again!

I am still trying to remove closed Sales Orders. I found the utility Leslie told me to use and we have just sat down to have a go.

We are using the Reconcile -Remove Sales Documents utility. The first couple went fine and we got a print out saying the documents had been removed to history and they were vanishing off our open sales order SmartList.

Then that stopped. and its not moving the documents to history and they aren't moving off our smartlist :( even though we are following the utility instructions on how to do it.

Does anyone have any idea why this may be? Nothing has changed in permissions or anything. It was working and now it's not.

Thanks

Gillie

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Removing Completed Documents

    oooooo I will need to speak to our system admin/IT bods about that I think! And as you suggest have a good read and google.

    Thanks for your help :) I really appreciate it.

    Gillie

  • Tim Wappat Profile Picture
    Tim Wappat 5,701 on at
    RE: Removing Completed Documents

    Its ok, we all have to start somewhere, but I would seriously consider contacting your GP partner and asking for some basic system training, it will help you in the long term.

    Check links are maintenance routines that can and should be ran at regular intervals against your GP companies.

    They check the integrity of the data in the system and can often correct corruption caused, for example by a users computer becoming unexpected disconnected from the network whilst using GP, thus leaving incomplete records behind, and many other issues.

    You need to make certain you have a backup before you start, and everyone is out of the system so all records can be accessed. It can take many hours to run if you have many years of history, so weekends are preferred or evenings.

    Go to Dynamics GP>>Maintenance>>Check Links

    Select Sales series then add in the sales history, work and distributions as shown.

    1031.CheckLinks.jpg

    Disclaimer- I highly recommend you read up by googling or reading the manuals before you run check links so you are confident with what you are doing. 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Removing Completed Documents

    Hi Tim

    Thank you for replying.

    What are check links? How do I run those?

    Sorry I'm struggling to learn this system with very little to no training and just the manuals I have downloaded that are very generic, It's an uphill struggle currently!

    Thanks

    Gillie

  • Tim Wappat Profile Picture
    Tim Wappat 5,701 on at
    RE: Removing Completed Documents

    I've not read whatever post went before this one, so sorry if I cover old ground.

    Make certain all the qtys of the order have been invoiced, and any remaining qtys are cancelled if not.

    Check using SOP Enquiry that the order is not duplicated in history and work, in which case running check links for the SOP module is required, for that matter, just run check links for sales module then try again as it may clear any issues preventing the document closing.

    I'm certain Leslie will be able to add more ideas...

    Tim.

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