Sales Doc type

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Posted on by SvetKanev

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Hello,

For some reason all of my sales document type is "OPEN" even the once that were paid in full, they never go to "HISTORY" which makes it impossible to filter through in the smart list

Would anyone let me know how i can change this?

Thank you

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L Vail 65,271 on at

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Re: Sales Doc type

Nope
SvetKanev 370 on at

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Re: Sales Doc type

Lesli,

Can i void those transactions? or back them out in any way?
L Vail 65,271 on at

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Re: Sales Doc type

Svet,

It's not necessary for payables, they move automatically. You'll find that no two modules follow the same scheme as far as moving documents to history. Each one does it a little bit differently.

Leslie
SvetKanev 370 on at

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Re: Sales Doc type

Thank you that worked

but is there a way to automake this process, we never do this for payables
Dan Liebl 7,320 on at

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Re: Sales Doc type

There is an additional process through Sales Routines called Paid Trx Removal. THis moves open trx to history. If you have a lot of reporting, I would check some of the reporting to make sure the reports are not dependent on the open tables. Once in history, it is in a separate table. Otherwise, it should be part of the month-end process by the receivables person.

Dan Liebl, CMA CPIM | Senior Consultant | OTT,Inc | DLiebl@OTT-inc.com