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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Check Book ID Change
Microsoft Dynamics GP (Archived)

Check Book ID Change

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Posted on by Napolo 766

I have changed our Check book ID from 5TH 3RD to 5TH 3RD_FL

We have 5 companies, and I am only testing on one checkbook for one company, to see the required steps for this change.  We are doing this because we plan to merge 3 companies, but need the banks to be unique.

I changed the ID on SQL.  However, it appears that Safe Pay is pulling a blank file. Does anyone know of any other places I need to update this ID? Specifically with Safe Pay?

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  • RogerRogerATX Profile Picture
    RogerRogerATX 1,515 on at

    Have you used Table Finder inside GP?

    MS GP--> Tools-->Table Finder

    I personally wish you could search by the SQL name but the Field Name "Checkbook ID" occurs alot...and in 3 safe pay tables

  • Napolo Profile Picture
    Napolo 766 on at

    do you off hand have the tables for Safe Pay?

    I am on the Table Finder, I have selected:

    Micorosoft Dynamics GP

    Financial

    Checkbooks

    Checkbooks

    Checkbook ID

    and I only get CM00100 for Checkbook master. Nothing for Safe pay.

  • Verified answer
    GMA Profile Picture
    GMA 1,074 on at

    I would recommend you review the Professional Services Tool Library: Checkbook Modifier tool.

    It allows you to change Checkbook IDs without having to resort to SQL.

  • RogerRogerATX Profile Picture
    RogerRogerATX 1,515 on at

    Change the Find Mode to "Field Name" and then Choose *both* Microsoft Dynamics GP as a product and (second go around) - choose Safe Pay as a product.

    I show ME123502

    ME123504

    ME123506 as having a field name of "Checkbook ID"

    You will get a lot of results for Checkbook ID under Dynamics GP as the Product.

  • Napolo Profile Picture
    Napolo 766 on at

    Thank you Grady. I will look into this.

    I changed SQL for one check book, had to resetup MICR Payables setup, add MICR signature and Update the Safe Pay Bank id.  Just to get things back up and running.

    Will what I have done above, cause future problems?

    If I use PSTL for the other companies, do you know if I will have to do the same type of setup?

  • GMA Profile Picture
    GMA 1,074 on at

    If you use PSTL you will not have to do any re-setup or re-configuration. It just finds and changes the checkbook ID in all necessary tables (instead of having to search and do it yourself).

    That being said, I am not sure if the one you changed will cause problems or not. I have changed things in SQL before, but it can be difficult to know if you got all the necessary tables. If you didn't then you could get an error down the road. Sorry, I just don't know.

  • L Vail Profile Picture
    L Vail 65,271 on at

    Grady's right!

    The PSTL tools will get all the right tables for you. Beware of any third party applications that may have the old checkbook ID in it's tables, these maybe are not updated.

    Kind regards,

    Leslie

  • Napolo Profile Picture
    Napolo 766 on at

    Thank you - this is helpful!

    I reversed my initial SQL change.  Then ran the PSTL, updated all tables that this conversion threw up, and now it is converted properly!  Thank you!

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