Paid Transaction Removal

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Posted on by IST America

Hello! We have open transactions in Receivables in which payment is fully applied. However, the transactions remain in open status. We have become aware of this utility " Paid Transaction Removal" and we were wondering if someone could give us guidance on how to use it.

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Microsoft Dynamics GP

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Hokuminaria 2,950 on at

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RE: Paid Transaction Removal

Hello IST,

The Paid Transaction Removal process moved fully paid documents to history. This is the only way to move completed documents to history as it is not automatic like it is in Payables.

Below is a link to the Receivables manual that you can review additional information on this tool.

www.turnkeytec.com/.../Microsoft-Dynamics-GP-2013-User-Guide-Receivables-Management.pdf

The information is on the following pages:

23

56

131

157

160

201

The one thing to keep in mind, is once they are in history, the only way to bring them back to open is to use the PSTL tool. This tool can be dangerous as if you cross apply multiple documents, it can do a chain effect and unapply everything that is linked. This tool also does not work with Multicurrency Documents.

I hope this helps!

Thank you!

Brandon Jarrett | Microsoft Support Engineer.