Microsoft Dynamics GP (Archived)

Configuring Posting Reports

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Hello,

RE: GP2013 setup

Our company is trying to figure out two things:

1. What table(s) hold the configuration for administration - > posting - > posting

2. What specific reports are called with the following actions:

-Transactions - Sales - Sales Batches - then post

-Transactions - Sales - Receivables Batches - then post

-Transactions - Purchasing - Batches - then post

I know this is configured through administration - > posting - > posting and then the targeted series and origin. The problem that we are having is the reports are called something different when populated on the screen versus the config section in posting.

We are trying to figure out the exact match for series and origin for each scenario listed in item 2 above.

I cannot really find anything on the internet or in the help/index section of GP2013.

Any help, links etc... would be much appreciated.

Thank you!

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Mahmoud Saadi 32,738 on at

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For posting setup, check the following tables;

SY02200 | Posting Journal Destination

SY02300 | Posting Settings

In order to check the reports of a certain series, such as Sales; choose the requested series on the posting setup window in order for the posting reports to show;

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Hi Mahmoud...Thanks for the answer on the DB tables.

Do you have any idea as to which reports these actions trigger?

-Transactions - Sales - Sales Batches - then post

-Transactions - Sales - Receivables Batches - then post

-Transactions - Purchasing - Batches - then post

It's a challege because the series and origin is not the same the path to the posting and/or the report names on the screens.

Thanks again!

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Richard Whaley 25,195 on at

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Has someone modified your reports? Typically the id in the posting setup matches the header of the report and the title used on the on-screen display.

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Mahmoud Saadi 32,738 on at

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In order to know the reports that will be printed, go to Posting Setup window and choose associated Series and Origin. Then check the "Reports" section as shown in the screen shot mentioned above. Only the reports checked will be generated automatically after a certain transaction.

Transaction > Sales > Sales Batches (Posting Setup Window > Series: Sales, Origin: Sales Transaction Window)

Checkbook posting journal

Cost variance Journal

Dist breakdown - Detail

Dist breakdown - Summary

Inventory Sales Register

Sales Posting Journal

Salesperson Register

Transaction > Sales > Receivable Batches (Posting Setup Window > Series: Sales, Origin: Sales Transaction Window)

Checkbook posting Journal

Sales detail GL Register

Sales Entry Posting Journal

Sales Summary GL Register

As for the purchasing batches, this window contains both (Reviving Batches and Invoices Batches)

Transaction > Purchasing > Receiving Transaction (Posting Setup Window > Series: Purchasing, Origin: Receiving Transaction Entry)

Apply to Posting Journal

Back ordered Items Received

Cost variance journal

Receiving Distribution Detail

Receiving posting Journal

Transaction > Purchasing > Purchasing Invoice (Posting Setup Window > Series: Purchasing, Origin: Purchasing Invoice Entry)

Apply to Posting Journal

Back ordered Items Received

Invoice Cost variance journal

Invoice Distribution Detail

Invoice posting Journal

Furthermore, you can check the reports generated for any transaction window from the posting setup window by just choosing the associated "Series" and "Origin".

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Hi Mahmoud,

Thanks for the info so far.

For Transaction > Sales > Receivable Batches would that be 'Receivables Cash Receipts'? You have Sales/Sales transactions above?

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Mahmoud Saadi 32,738 on at

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Receivable Transaction Entry and Receivable Cash receipt are two different windows. As shown below;

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Hi Richard. We are actually trying to remove reports we do not want to print.

When posting Transactions - Sales - Sales batches, we only wanted the Sales Posting Journal to pop up and cut all the other ones off.

So in configured the posting setup to only have the 'Sales Posting Journal' under Sales (Series) and Sales Transaction Entry (Origin) and it worked for batches that were made up of invoices. But when the user posted a batch full of credits (with the path Transactions - Sales - Sales batches) nothing printed or popped up.

So I'm just trying to go through test in trial and error to make sure all works correctly.

It's frustrating when the Series/Origin is not the same as the path (Transactions - Sales - Sales batches) for example as well and the report names.

I'll try your approach and record the header of the report to make sure and post back.

Thanks for your help so far!

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Thanks Mahmoud for all your help so far.

I'm going to work through this in our test envrionment today and then I'll post results.

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