250
Good morning,
We moved to GP2010 almost two years ago now and are now on GP2010R2...
I noticed in RM that none of our past sales invoices and payments are moving to history. In SOP they seem to do so automatically. Is there a manual process that needs to be done for the RM records? I am up over 37000 records and "excluding history" on the display does not reduce the amount.
Thank you,
Scot
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Thank you all very much...just a minor gap in training I guess....
-Scot
Scot,
Just to clarify - there is a difference between SOP transactions and RM transactions. SOP transactions only have 2 options:
As soon as you post an SOP invoice it goes to history and creates an RM transaction.
In RM, you have to manually move transactions to history, as others have already mentioned.
In RM module, need to run paid transaction removal process to move transactions to history. Otherwise they will remain in open tables.
Regards,
Tina
You have always had to run:
Tools->Routines-.Sales->Paid Transaction Removal
This will move all fully paid documents in to history. I always back the check dates up a month in the event of NSF checks.
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