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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Import Check Selection...
Microsoft Dynamics GP (Archived)

Import Check Selection Batch to GP10?

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Posted on by fezuehlke 280

We have a need to import check selection registers instead of manually selecting or group selecting based on class, date...  Our situation requires large quantities of payments to be made based on when our customer pays us for our services. This creates a need to pay specific transactions for our vendors while not others.  For the volume we need to pay, typical selection times could run 8 hours.

What 3rd party solution exists that can help me create this check selection batch?  There must be something.  I had hoped eOne's SmartConnect could handle as we own that for processing payables & receivables transaction posting but I can't determine how to connect/create a check batch.

Any help is greatly appreciated.

Thanks,

Frank Zuehlke

Jacobson Transportation Company

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  • fezuehlke Profile Picture
    fezuehlke 280 on at
    RE: Import Check Selection Batch to GP10?

    Sanjay

    I'd rather stay away from doing anything on the SQL side of this issue.  I'm looking for a solution that a clerical/data entry person can process.   Also we have at most times over 3,000-4,000 invoices open any any one time.  

    We're going to work directly with a consultant to build customization into my GP in order to create what I need.  Seems like this would be a worth-while add-on that someone should build, probably will shortly after I pay for customization.

    Frank

  • Community Member Profile Picture
    Community Member on at
    RE: Import Check Selection Batch to GP10?

    Just wanted to add one more point, leave the credit memo's alone, don't  play around  with them, you want to make sure that the credit memos are considered before paying of an invoice!

    Cheers!

    Sanjay

  • Community Member Profile Picture
    Community Member on at
    RE: Import Check Selection Batch to GP10?

    This is what I do, it works fine.

    1) Place all invoices on hold .  ( Table PM2000 - Field  - HOLD)

    2) Remove hold for invoices which you want to pay.

    3) Build Check batch - all invoices which are not on hold will be included

    4) Remove holds on all invoices.

    Note: In my situation I have banned users from placing invoices on hold so that their hold does not interfere with my placing and removing of holds.  If you don't have the luxury of "banning" users from doing some thing they ought to do, you got to save user hold list first then restore it back -

    What do you think ?

    Cheers!

    Sanjay

  • Community Member Profile Picture
    Community Member on at
    RE: Import Check Selection Batch to GP10?

    Frank,

    Have you gotten any responses or found anything to satisfy the requirement? I am working with a prospect that has a similar need.

    Hans

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