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ReportWHERE I ENTERED BEGINNING BALANCE OF CUSTOMER AND VENDOR BALANCE .WHAT IS THE GOOD PRACTICE .
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WHERE I ENTERED BEGINNING BALANCE OF CUSTOMER AND VENDOR BALANCE .WHAT IS THE GOOD PRACTICE .
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Enter the transactions as RM transactions (Transactions >> Sales >> Transation Entry)....or PM transactions.
Change the document type to 'Credit' for outstanding payments (if you enter actual paymen documents this will have an effect on your bank reconciliation module), or make your life easier and apply all outstanding payments in your source system if possible.
Best regards,
Thanks Mr Mariano Gomez.actually I don't have huge number of customers and vendors I plan to enter by manually. please can you guide me.
Typically, you will want to upload your customers and vendors beginning balances, by importing all open documents from the system you are migrating from. By open documents, I am referring to any invoice with an outstanding balance, or credit/payment with an outstanding balance. You can generally use a formatted file and Integration Manager to import these documents into GP.
Post back if you have further questions.
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