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Microsoft Dynamics GP (Archived)

Easy Batch ID

Posted on by 1,290

Dear All,

I am planning to change the current settings of the GP, I will not allow transaction posting and will force post only by batch with a password to approve. I will activate the post through too.

Currently we have tens of transactions every day, and it is difficult to look for the batch to approve the posting, what do you suggest an easy way to name the batch ID, so the accounts manager will not waste time searching in modules for a particular batch to post?.

Thank you

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Easy Batch ID

    You can customize the form to auto generate batch numbers based on predefined formulas, I did this to many customers so far, this will be easier for end users to unify batch numbering.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    Re: Easy Batch ID

    Waleed, you have 15 characters to use in the Batch ID.  You could use a format like APCHECK040712 for instance, for AP Checks cut on April 7, 2012 or MONTHEND033112 for March month end journal entries.  Some companies use the User's initials and date to identify who entered the transactions, i.e., FEH040712.

    Hope this helps,

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