Dynamics Community Forum Thread Details

how to delete inventory and financial transactions ??

We are implementing GP 10.0. An inventory transaction entry (adjustment) was mistakenly made in our setup company that we were planning to use for production. I managed to zero out the inventory and remove the inventory history. But when I try to remove history for the GL posting it will not let me because the posting is in 2008 - how can i blow away the GL entries. They are just to the same account and have a 0 balance so it won't kill us if it stays there, but i'd still like to delete it. Any help would be greatly appreciated.

I would recommend leaving the GL activity. If it's bothering you, update the Transaction description column in the GL20000 table indicating that these were bad entries.

If you have some very serious reason that is causing you to need to clear this history, I have an "unsupported" solution that I have used before. I'm going from memory, though, so you'll need to test this out in a test company BEFORE doing this in production:

1. Delete the original GL entires and the correcting GL entries from the GL20000 table.

2. Run GL Reconcile (Tools>>Utilities>>Financial>>Reconcile) for the year in question.

The reconcile process will update the GL summary tables based on what it sees in the GL20000 table. If those entries are gone,it should see that, but since they zero out no balance changes should be made. To be safe, run the reconcile before you delete the entries to be sure no other problems existed in your system prior to your data purge.

Happy clicking!