Our GP is causing so much of troubles that the users don't want to use them anymore.
Could someone please provide me a link to some articles or documents that details the best practice for GP users? For example, Log Out when not using GP etc.
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After applying the manual payment to the invoices for last month, they are still showing open. They should have been applied to a check.
Assumption; you are talking about customer payments. Are you dealing with a single currency? You may clear the originating currency to zero, but not the functional currency. Apply dates can sometimes make it such that the functional value does not go to zero until a different period.
It is more likely as suggested however that you need to run paid transaction removal. You need to move customer payments manually in case the customer's payment is declined (NSF).
Reversing the assumption you reference a PM table so we are talking about vendors. Here the trick is that when the document is fully used / paid it will move to history. If a cheque is not fully used, but an invoice on the cheque is the invoice will move but the cheque will not.
Watch your apply dates and your posting dates (particularly if there is a foreign exchange gain / loss the posting date is the JE date.
Do's and Don'ts. Do use batches. Don't post without printing your batch to review for errors. The batches are getting stuck because no one is reviewing them prior to posting.
Perhaps consider turning on batch approval?
You specifically asked about log out when not using GP. That depends on how many licenses you have. If licenses are premium then yes log out if you are not using GP. It can also depend on what your IT folks have done. Is there an IT policy of inactivity gets logged off? If you post without a batch, the posting actually happens when you close the window. If you have a forced log off by IT, posting may be interrupted as GP did not get to close the window and post as it needed to.
Echoing Richard, you need your reseller to come and do some consulting / teaching. Often it is process issues not GP that is the issue (a process of reviewing a batch prior to posting).
I believe you need to run the Paid Transaction Removal Routine.
If you removed those records at the advice of MS Dynamics Support they should still be able to help you so long as the scope of the incident was properly defined.
As Richard said it is a very bad idea to make manual edits in SQL unless you know exactly what you are doing.
Regards,
Kirk
I usually don't delete using SQL; it was done per Microsoft GP Support personnel's advise.
How do I get all paid transactions moved to history?
Well the biggest don't is don't delete records using SQL. That will damaged the integrity of the database. There are many table relationships within GP and deleting records using SQL is highly not advised. If you have a backup I would roll it back in. Then click on the question mark (?) icon in the upper right hand corner and go to Printable Manuals. There you will find all the manuals related to GP. There are also hundreds of online videos you will find on just about every module in GP. If you do not have a reseller I would seek one out in your area before you dig a deeper hole.
Do you happen to have any documents/articles for Do's and Don'ts for GP users? I am looking for some best practices for GOP users and administrators.
Here are some of our serious issue:
After applying the manual payment to the invoices for last month, they are still showing open. They should have been applied to a check.
I have removed records from PM20100 and run Check Links; it moved some invoices to history but there are still many showing open.
There is an invoice showing up that does not have any Document Number attached to it.
When Accounting and finance post their batches; most of the times these batches are stuck and we have to recover them.
That is a very open ended question. Where is your reseller? Sounds like it is time to sit down with your users and get a list of specific issues and then have your reseller come in and address them one by one. GP has satisfied hundreds of thousands of users worldwide when properly implemented. If your reseller is not available there are plenty of online videos available plus you can attend GPUG conferences and seek out further assistance. If they are that frustrated something is not right. Feel free to let us know the exact issues and we can then point you to specific articles and/or videos that address your exact concerns.
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