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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Clear Data not clearin...
Microsoft Dynamics GP (Archived)

Clear Data not clearing Batch IDs

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Posted on by Barry McGivern

Hi,

For our customer we have set up their accounts, creditors and debtors amongst other non-transaction data items in their test system.  Subsequent to this the customer has then reviewed and tweaked this data.

As part of their testing they entered many dummy transactions in to the test system.  We now wish to delete all the test transactional data they have entered in order to start a new test phase.  However, we do want to maintain all the updates they have made to the accounts etc,

I have tried using the Clear Data maintenance function from within GP and I have selected what I believe to be all the relevant logical table groups.  I am happy that I have not deleted too much as all accounts, creditors and debtors remain as expected, however, batch IDs are not being deleted.  The transactions within the batches are removed but I also want the Batch ID itself to be removed.

1. What logical table group do I need to include to remove these?

2. Will that remove any non-transactional data?

Thanks,

Barry

*This post is locked for comments

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Clear Data not clearing Batch IDs

    Barry, if all else fails, delete the contents of SY00500 (Batch Headers) in the company database.

  • Suggested answer
    soma Profile Picture
    soma 24,406 on at
    RE: Clear Data not clearing Batch IDs

    Barry,

    You can use Rapid Migration Tool to export all the master records to spreadsheet and import the same into GP company. It will be clear all the old records from GP and import the new master records into GP.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Clear Data not clearing Batch IDs

    Hi Barry,

    To clear the data from report you mentioned, please follow the below steps.

    1. Open Clear Data window.

    2. Select Display as Physical from the menu.

    3. Select Sales series.

    4. Select Customer Master Summary and Customer Period Summary and insert them to selected tables.

    5. Click OK to clear the data.

    Hope this helps.

    Thanks and Regards,

    Appasaheb

  • Barry McGivern Profile Picture
    Barry McGivern on at
    RE: Clear Data not clearing Batch IDs

    Hi Appasaheb,

    Many thanks for taking the time to reply.

    Following your suggestion has worked well, however, there still seems to be some data that is not getting cleared down from GP.

    If I run the Receivables Sales Analysis report within the Sales module it still contains some data even after I have performed a reconciliation on Sales.

    Do you know which series needs to be cleared to remove the data displayed in this report?

    Many thanks,

    Barry

  • Barry McGivern Profile Picture
    Barry McGivern on at
    RE: Clear Data not clearing Batch IDs

    Hi Mahmoud,

    Many thanks for the useful information.

    In my situation I don't want to have to use a different Company ID for the copied database.  The tools seems to force me to create a new company with a different Company ID to copy the data in to, but I need the Company ID to stay the same.

    Is there any way of achieving this that you are aware off?

    Many thanks,

    Barry

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Clear Data not clearing Batch IDs

    Hi Barry,

    1. To clear the batch Id's from system you need to select the Posting Definitions Master table under the company series.

    2. This will not delete any non-transactional data.

    Note: Clearing data from this table will delete all the batch id's from different modules available in your system.

    Thanks,

    Appasaheb

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Clear Data not clearing Batch IDs

    There is an already predefined tool as a solution specifically for your case; "copy company" as part of the Professional Services Tool Library (PSTL).

    In your case, you will create a new GP company, and copy the previous test company to the new company, this will move all the "Master Data" including; accounts, customers, vendors ...etc, with no transactions at all.

    You can read further on Copy Company tool on the reference below; Copy Company Setup Tool

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