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EFT History Tracking

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Posted on by JGarcia123 1,467
We have a site that is implementing GP with EFT for Receivables and would like to create an EFT history report, something that that would provide details on prior file generation.  I know the system may be lacking in this area and that two of the core EFT transaction tables (CM20202 and CM20203) clear once the file is processed.  Is there any way to reconstruct that history.  I've also looked at activity tracking and not sure if we can set that up just for EFT processes.  I'm open to thinking out of the box, perhaps a SQL trigger or something that would allow us to duplicate or save that data?
 
Any thoughts or recommendations would be appreciated.
 
JG
Categories:
Financial Management
  • Joseph Markovich Profile Picture
    Joseph Markovich 3,863 on at
    EFT History Tracking
    You could definitely go the trigger route. Or use an auditing tool like Rockton Software's Auditor product.
     
    Terry, great to hear this is going to be added to GP!!! Yay!
     
    Joe
  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 10,996 User Group Leader on at
    EFT History Tracking
    JGarcia,
     
    I have done few customization related to EFT and in those I did use triggers. Custom table can be created for history purpose.
    It would be a customization to do this piece of code.
     
     
  • JGarcia123 Profile Picture
    JGarcia123 1,467 on at
    EFT History Tracking
    Thank you, Terry,
     
    Appreciate the feedback.  Just a thought has anyone tried applying a trigger to one of the ACH tables?  Could we do that without impairing the normal EFT operations.  I'm thinking a trigger could send the the ACH record to the custom table.
     
    Any thoughts on that?
  • Suggested answer
    Terry R Heley Profile Picture
    Terry R Heley Microsoft Employee on at
    EFT History Tracking
    It is great that you bring this up as it is a highly requested suggestion out on our site and we are looking to add this to the next release of Dynamics GP in October of 2024.  The problem is exactly as you stated, we do not store it in the table so then how to get this data back.  
     
    This is a top priority for us to have in the next release
    When an EFT batch is posted, the EFT PAYMENT REGISTER report is generated and can be printed only at this moment. 
     
    Thanks
    Terry Heley
    Microsoft 

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