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Hi,
I would like to post the transactions in Sales Order but would like to delete it from GL, how to do that? This is a new implementation and I need to bring posted sales order, how do I do that?
Sat
Hi Sat,
This is not possible without creating own scripts using x++ coding. Why do you need to have posted sales orders in a new clean environment? I assume the old system could be read-only available for several years. Usually, only open orders are converted.
Hi Kumar_Sat,
I am not sure whether the parameter "Post financial inventory" in item model groups can meet you needs.
Why do you want to delete transactions in GL?
Because they have already updated the GL when posted and if I let them post, it would be duplication. Posted sales orders create GL transactions. Now how do we import historical sales transactions or any subledger historical transactions, it would be ridiculous if it can not be done in D365.
You don't have to post already posted sales order again . The process /your thinking is wrong over here . I assume you are going to bring all GL transactions as well . If that is correct why you want bring those sales orders as open order and post again ? Can't you just bring those sales order with status as invoiced? Usually you should only bring open orders as Andre mentioned and use old system if you want to see historical data.
You should follow Andre advice.
Anything deletion in GL is against a best practices
Follow Sukrut suggestion or manual reverse the transactions in GL.
I think your thought is special. Maybe you have a little misunderstanding about the historical transactions in ERP.
Another possibility might be a temporary change in the accounting setup. If you use a single ledger account for all transactions posted then the total in GL will be $0 and no reversal is required. The downside of this is that you might have to temporarily change your posting setup for this transfer process. Best regards, Ludwig
Hi Sukrut,
Can we bring a Sales Orders with a status of invoiced? If so how? I know many people asking the question why do I need to bring historical sales order - the simple answer is - it is required by the client. They are in such a business and the inventory is not a normal inventory but a piece of land.
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