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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / RM move to history
Microsoft Dynamics GP (Archived)

RM move to history

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Posted on by SSunnergren 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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  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,850 Moderator on at

    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.

  • Tina Sarkar Profile Picture
    Tina Sarkar 595 on at

    In RM module, need to run paid transaction removal process to move transactions to history. Otherwise they will remain in open tables.

    Regards,

    Tina

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,769 on at

    Scot,

    Just to clarify - there is a difference between SOP transactions and RM transactions.  SOP transactions only have 2 options:

    • unposted / open
    • posted / history

    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.

  • SSunnergren Profile Picture
    SSunnergren 250 on at

    Thank you all very much...just a minor gap in training I guess....

    -Scot

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