Delete Unposted Batch

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Is there a way to delete a batch that has been released, but not posted?

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Neil Matan 5 on at

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Why delete if you can correct the data in the table

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CFROTON 4,710 on at

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Dear DABSJ,

You can delete the GL batch after release, but before its posted. This includes gl batches created by other modules.

On the SL main screen, go to File, initialize Mode

Open the Journal transaction screen.

The module field should be available and you can select the module where the batch originated

In the batch number field you can select the batch number

Then you can delete the batch by hitting the X on the screens toolbar.

you can't delete an unposted batch from within the module.

You are better off putting in a DM or CM (depending on the module) to offset the transaction. Then you would have to apply the DM/CM to the document to close it.

In AR it would be a CM in the payment application screen

In AP it would be a DM applied to the voucher and printed as a zero check.

Best Regards,

Jana MacDonald

Microsoft Dynamics Support

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Community Member on at

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Thank you. I was trying to avoid the need to create credit memos, because there were nearly 200 invoices in the batch. That ended up being the best solution, though. Luckily, I was able to modify the A/R import file to change all the invoices to credit memos. So, that part was easy. My A/R staff will still need to apply all those credit memos to the duplicate invoices, though. Oh well, I guess they will be more careful about importing the same batch twice.

I did attempt the proposed solution. I am not able to change the module type in the journal transaction screen. I don't know if this is a permissions issue...

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CFROTON 4,710 on at

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Dear DABSJ,

yes in Access Rights there is an "initialize" right, that box would have to be checked for the Journal transaction screen.

The sysadmin user normally has the right granted to initialize in any screen where it can be used.

Best Regards,

Jana MacDonald

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