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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Apply Sales Documents ...
Microsoft Dynamics GP (Archived)

Apply Sales Documents Errors

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Posted on by kwj3 11

Customer has recurring problem with RM Apply process. 

Currently we have a sales document and a customer payment that need to be applied to each other.  When attempting to apply the payment to the invoice, GP hangs up and the only way we've been able to recover has been to end task on GP.  Upon logging in again, we find the invoice shows HIST status and has amount remaining 0.00.  No apply information is displayed.  The payment shows OPEN status, amount remaining is full document amount and also has no apply information listed.

 

We have used the RM Unapply Tool to successfully remove the apply to records and both documents show ready to apply.  Upon attempting to apply, GP hangs and the whole process starts over. 

 

We have completed Check Links as well as Reconcile on sales, and also attempted Paid Transaction Removal to move records from OPEN to HIST status.

The behavior is consistent.  It doesn't happen with ALL customer records, but for those it does happen on, it happens every time on those documents, and is consistent at workstation level as well as server.

 

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I have the same question (0)
  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Since this is related to certain customer records, then you have already started to catch a pattern in the problem. I would try to leave the apply for as much as it takes, meanwhile, monitoring on SQL Profiler to check whether there are running processing. These customers may have huge records to consider which may causing such a delay.

    Therefore, the profiler will lead us to whether everything is running as expected, or GP is really hanging on those customers. In several case, GP seems to be frozen when you interrupt with a mouse click but processes are running.

    Another suggestion would be to consider another workstation, with the 'sa' password in order to eliminate any potential possibility of the workstation or the user account.

  • kwj3 Profile Picture
    kwj3 11 on at

    We have attempted the apply on one workstation and the server, using the user id and sa, both with the same results.  we will attempt to apply tonight just before end of day and let GP run overnight to see if it is simply a long delay (although there are not huge records for these customers)

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Let's give it a shot and see the results. Although, I would recommend running SQL Profiler in order to make sure that there are running processes.

    Your feedback is highly appreciated,

  • kwj3 Profile Picture
    kwj3 11 on at

    this issue is back on the table.  we've unapplied and attempted to do all the same steps at the server but have the same results -- GP hangs when doing the apply.  we have also unapplied the two documents and created a debit and credit memo to apply to the payment and invoice but still get the same apphang issue.  I ran a sql trace back in January and didn't see any thing in it -- but admit I don't know what i'm looking for either.

  • Suggested answer
    Tristan Clores Profile Picture
    Tristan Clores 2,812 on at

    Hi,

    The issue is quite weird when you say that after logging back in, the invoice shows as HIST.  Once, fully applied, transactions in RM dont automatically move to HIST, you need to run PTR.

    Do you have any third party applications?  Is the Apply Sales Documents window modified?

    If yes, disable 3rd party apps and/or use the canned version of the window - verify if the issue persists.

    Please let me know if you have further questions.

  • kwj3 Profile Picture
    kwj3 11 on at

    Tristan --

    third party app is Collections Management -- formerly from Microsoft but now an ISV again.

    apply sales docs window is not modified.

    i'm seeing the same behavior on docs that have NOT been 'unapplied', just trying to apply for the first time.  still testing  -- although I've opened a case with Microsoft now since the issue is persistent.

    note: the behavior exists in both GP2010 and GP2013 -- i believe CM was part of GP2010 but ISV in GP2013

  • Tristan Clores Profile Picture
    Tristan Clores 2,812 on at

    Hi Ken,

    CM should not have an issue with applying payments to invoices.

    Are the transactions imported or manually entered?  

    I believe you may need to do an SQL Trace or a dexsql to check what the system is doing when you apply transactions.  Perhaps there are triggers in the system causing this.

    Please let me know how this goes.

  • Verified answer
    kwj3 Profile Picture
    kwj3 11 on at

    Tristan-

    RM Invoices are being imported from a SalesForce web service.  The RM payments from customers are being manually entered by GP staff.

    In reviewing records in the work/open/history RM tables, I found that some of the imported invoices had lower case alpha characters in the CUSTNMBR field.  

    In reviewing the DEXSQL.log, it appears as though the system is attempting to update the RM00103 table (Customer Master Summary) for Customer ID ‘s38119’. The system is not able to locate this record, so it attempts to create the record, but during this process the Customer ID is set to ‘S38119’. With the upper-case ‘S’, the record already exists, which then causes the ‘Violation of Primary Key Constraint’ message, and then the statement is terminated. However, the system must still update the RM00103 table, so the update attempt occurs again, and this process is repeated in an infinite loop.

    I manually updated all of the CUSTNMBR records in the work/open/history tables to all upper case and we are now able to successfully apply, RM UNapply, and apply again without issue.

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