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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Cash Receipt and Check...
Microsoft Dynamics GP (Archived)

Cash Receipt and Check Don't Save

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Posted on by Bill Campbell 22,647

So when a client does a Cash Reciept for any customer, she enters all the correct data, including a correct batch ID.

Then in the money section, selects CHECK, enters amount, selects Checkbook, enter Check Number

and then continues to APPLY the document. ( all right so far )

Then clicks on SAVE to move to the next cash receipt to record.

----------

Now here is where the problem.  At this point the system simply sits there, does not lock up, nothing.

Client clicks on Cash and POW the transaction SAVES.

Client can post the transaction with no error and the Bank Reconciliation is updated with a CASH deposit.

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This appears to happen on all workstations and as we are running Web Client that is therefore "all machines"

______

What are we doing wrong?

*This post is locked for comments

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Cash Receipt and Check Don't Save

    Well seems I jumped the GUN as this only worked in TEST environment and only after I had made a change to TEST Dynamics SET.

    It was / is in fact the change to the Dynamics set, the removal of the Payment Document Management ( 2150 ) module that finally fixes this problem.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Cash Receipt and Check Don't Save

    Hi Bill,

    Another problem solved by our great Forum community! This is fantastic.

    Kind regards,

    Leslie

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Cash Receipt and Check Don't Save

    So, like the good consultant - when security should work and it does not - go to SQL.

    First, in the TEST environment

    - I logged on as SA and it works

    - log on to same machine as POWER USER and it does not work

    RUN GRANT Script - POW everything works.

    So, as you rightly pointed out we could burn hours trying to figure out which of the number of extra modules were installed and for which security is not applied - even to POWER USER - we have closed this case as we can now enter and save CHEQUE TYPE in the Cash Receipt window - for all users / types and security levels.

    Thanks for the confirmation of the right direction.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Cash Receipt and Check Don't Save

    Bill,

    With my usual barrage of questions, here's what I would wonder. This sounds like a security issue, but security to what? You've already run the Grant script, so that's not it. Anyway, here goes:

    1. If you go into SQL and give your GP user sysadmin rights does it work?

    2. Although a 'Power User' is supposed to have access to everything, often the third party products still require security tasks or even the Power User cannot access the windows. Do you have any third party products that have anything to do with SOP?

    3. Have you run the DEXSQL.log? If yes, what did it show?

    4. Can you identify any differences in which tables are accessed if you choose Cash instead of Cheque?

    5. Has it ever worked? If yes, what happened just before it stopped working? Anything is game here. I've had people install a disk management software that threw Dynamics into a tizzy.

    6. Have you tried it with all of the third party products and modified forms and reports disabled?

    I can see burning up a lot of time trying to figure this out because of that gnawing feeling that the solution is so simple and so close it could hurt you. Let us know when you find the answer so that we can all be embarrassed together, or maybe just me alone.

    Kind regards,

    Leslie

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Cash Receipt and Check Don't Save

    Just an update - I have connected to TEST environment and SA I am able to make the system work - it accepts CHEQUE as a choice.  When I change user to (mine) and I have security as POWERUSER I encounter the error where CHEQUE will not be allowed to be saved in the Cash Batch.

    Is there a switch we are missing somewhere - this is very disturbing - I figured it had to be user - I spent the better part of 4 hours on the weekend on my computer installation and I can find nothing different.

    Thanks for your assistance.

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: Cash Receipt and Check Don't Save

    Tristan there are no customizations to the Apply function.

    I did not consider the user permissions as I could not figure out how to restrict the user from Cheque/Check but allow Cash.  Is there a way to do that?? If there is I will have to look into that as I inherited the client after the initial user setup was completed.

  • Suggested answer
    Tristan Clores Profile Picture
    Tristan Clores 2,812 on at
    RE: Cash Receipt and Check Don't Save

    This happens to SA as well?

    You can try running the Grant script and verify if the issue persists.

    Are there custozations in the apply sales documents?  If there are , diaable them and verofy the issue.

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