Hey All,
We just setup a new company in Dynamics 2013 but need to change the way the Batch ID is formatted on the General Ledger.
Currently it's set to the defaults and displays as:
Batch ID: PMCHK
However, we would like to keep it consistant with the other company files we have in Dynamics. In other companies it is displayed as:
Batch ID: RMCSHXXXXXXXX
X = # characters
Any help is appreciated. Thanks!
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Hi,
I think the above screen shot is from Financial series post or AP series post window and not set up window. Once the batch created you can not change the batch ID. You need sets this up on audit trial code setup windows as follows.
Administration >> Setup >> Posting >> Audit Trail Codes
Use the Audit Trail Codes Setup window to enter information for each predefined audit trail code in Microsoft Dynamics GP. Audit trail codes are assigned to each transaction entry method for each series, and provide a precise record of each transaction, including where its been posted as the transaction has made its way through the Microsoft Dynamics GP system
I compared the two company files and the new company doesn't appear to be adding the numerical characters for the Payables batch (see screenshot).
Thanks Shan. Sorry about the confusion as I did post an example from two different modules.
Thanks Shan that was a concern for me as well - the example or request is discussing two different module as they appear in the GL.
May want to research that a bit more. But it is a good question none the less.
In order to create a new type go to Tools>>Setup>>posting>> Source Document. To change the existing type go to Tools>>Setup>>posting>> Audit Trail Codes.
Based on my understating from the above "PMCHK" it denotes the batch posted from the Payables Module (Computer Checks). Where as you were referring the same to the "RMCSH" it refers to the Receivables Management(Receivables Cash Receipts). Can you please cross check on your previous company how it is setup on the Audit Trail Codes setup ?
Note: Please be cautions before making any changes to the setup and have a proper database backup.
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