Hi Rudra,
Follow these steps to change your customer from Balance Forward to Open Item.
NOTE: This will also work if you want to go from Open Item to Balance Forward. When you have completed the steps, you will no longer be able to apply transactions.
1. Make a backup.
2. Get the balance down to zero for the customers you want to change. This is important because if you leave a balance, a BBF document will be created and you will not be able to apply anything to the transaction.
3. Move or Rename the following files from the Sales folder:
RM10101.* (RM Distribution Work)
RM10201.* (RM Cash Receipts Work)
RM10301.* (RM Sales Work)
RM20101.* (RM Open File)
RM30101.* (RM History File)
RM00401.* (RM Key File)
RM30301.* (RM History File)
If transactions exist in Sales Order Processing, move or rename the: SOP10100.*, SOP10200.*, SOP30200.*, SOP30300.*
If transactions exist in Invoicing, move or rename the: IVC10100.*, IVC10101.*, IVC30101.*, IVC30102.*
Warning: If you cannot successfully re-create your RM Keys, do not continue working in the system because future documents may become corrupted. If your RM Keys do not re-create successfully, you will receive an error message (the message text may vary) and you will not receive an error log.
4. Make the changes to the Customer Type in the Customer Maintenance Options window ( Cards - Sales - Customer/Options).
5. Move or rename the files back.
6. Perform Check links on the Receivables Open Transaction and Receivables History files. (Microsoft Dynamics GP menu - Maintenance - Check Links)
7. A new BBF document of $0 will have been created in the open file for these customers. To move this out, you will need to run Paid Transaction Removal ( Routines - Sales - Paid Transaction Removal).
Hopes this helps,
