web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / eConnect stored proced...
Microsoft Dynamics GP (Archived)

eConnect stored procedure taRMUnapplyTransaction - am i safe to remove an applied payment thats still open?

(0) ShareShare
ReportReport
Posted on by bitshift 860

Lets say there are a number of payments that get applied to invoices and I want any "automated" way of removing them assuming they are still open and havent been posted yet.  Will this procedure do that for me? 

taRMUnapplyTransaction

Looking at the source for this procedure (5000+ lines of code), it does seem to be looking in both the open and history tables.

*This post is locked for comments

I have the same question (0)
  • bitshift Profile Picture
    bitshift 860 on at
    RE: eConnect stored procedure taRMUnapplyTransaction - am i safe to remove an applied payment thats still open?

    Thanks Derek - I wasnt't aware of the PSTL.  That might be just the ticket.  This would be something being called from an SSIS pkg

  • Derek Albaugh Profile Picture
    Derek Albaugh on at
    RE: eConnect stored procedure taRMUnapplyTransaction - am i safe to remove an applied payment thats still open?

    Looking at the taRMUnapplyTransaction procedure you mentioned for eConnect, it deletes from the following tables:

    RM30201

    RM30101

    RM30301

    RM30501

    RM30601

    RM10101

    RM20201

    Thanks

  • Verified answer
    Derek Albaugh Profile Picture
    Derek Albaugh on at
    RE: eConnect stored procedure taRMUnapplyTransaction - am i safe to remove an applied payment thats still open?

    If nothing was posted, this may work.

    There is actually a tool in PSTL that you can actually use instead: RM Unapply.

    From the PSTL pdf file:

    This tool enables you to unapply documents in the history table and automatically move the records back to the open table even if there are discounts and/or write- offs associated with the document. You can reapply the records as needed.

    Using this tool can be a good alternative to removing history and reentering data if records were applied incorrectly.

    If a discount and/or write-offs exist, a General Ledger journal transaction will be created using the original distributions of the document and the transaction will be in a batch in the General Ledger. An edit list can be printed prior to posting into the General Ledger.

    The Receivables Management Transaction Unapply tool does not allow users to unapply

    Multi-currency documents that have discounts and/or write-offs associated with them.

    I'd maybe take a look at this tool before the eConnect procedure.

    Thanks

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans