You’re offline. This is a read only version of the page.
Announcements
I'm using GP 9.0. The Customer/Vendor Consolidations module is registered and I have user security enabled to it.
Everything works fine until I get to the Customer/Vendor Consolidations screen. I put in the customer ID and it pulls in the vendor that it's related to, but no documents are populated in the lower part of the window. There are open documents for both the customer and the vendor.
How do I get the documents to display so I can consolidate them?
Thanks in advance for any help!
*This post is locked for comments
Hi Victoria,
I look forward to any other suggestions.
Thanks again,
Don McCready
Don,
A few more questions:
1. Do you have the sample company, Fabrikam installed? If so, does the module work correctly there?
2. After setting up Multicurrency, did you run Check Links? Might not have anything do to with Customer/Vendor Consolidations, but your other modules might be adversely affected if you didn't.
I forgot to mention that I did verify that there are open transactions for both the customer and the vendor.
Cheers,
Don
Per the suggestion, I will try posting new transactions to see if they populate the window.
As additional documentation, here's some steps that I've tried without success.
This allowed me to enter the Currency ID and Rate Type ID in the Customer/Vendor Relationships window, but I still could not pull transactions in to consolidate.
Thanks,
Don
Ian,
I just came across a KB when I searched for "doesn't have access to currency" that explains how to connect a currency to a company. I have to do it when no one is in GP, so I'll try it after-hours tonight. I'm not sure if it requires the MC module.
Thanks,
Don
Hi Don, if you're not registered for multicurrency, then you can ignore. Victoria is right about checking that there are actually outstanding transactions that could be consolidated. You could always post a new transaction to eithre payables or receivables and see does it appear, and void it afterwards...or do it in a test company with an up to date restore of the current live company.
Regards,
Thanks for the response, Ian.
I've tried the transfer and the consolidate radio buttons and nothing populates.
We don't have the Multi-Currency module so I cannot set up or designate functional or originating currencies. Is there some other way to do that?
Thanks again,
Don
Don,
Can you try logging in as 'sa' to see if that makes a difference?
If you have the Fabrikam company installed, can you try it there and see if you are experiencing the same behavior?
I know there was an issue in an older version of GP (7.5, I believe) where this module would not work correctly without Multicurrency being enabled, but I thought that had been fixed for 9.0.
It's such a simple little module, it's hard to think what else the problem could be. I would also double check that there really are unapplied transactions for this customer/vendor. Not saying this is the case here, but I have definitely been told that before when there were really no transactions to consolidate. :-)
Hi Don, have you tried selecting the 'Transfer to Receivables' option? Do any transactions show up?
What currency ID is selected? Is it the Company Functional Currency, or an originating currency? Change it to the Functional currency and see if you get any documents.
Best regards,
Victoria,
Thanks for the response. Yes, C/V Consolidations are enabled.
Any other ideas?
Don
#1
André Arnaud de Cal...
293,406
Super User 2025 Season 1
#2
Martin Dráb
232,552
Most Valuable Professional
#3
nmaenpaa
101,158
Moderator
Share
Report
All responses (
Answers (