Microsoft Dynamics GP (Archived)

Why document status stuck in WORK, not change to HIST after payment.

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How can I change document status from WORK to HIST from AP?

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Mahmoud Saadi 32,738 on at

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Documents in the AP module could be under the work status, open or history.

Work; unposted transactions

Open; posted transactions

History, posted and fully applied documents. and voided transactions

So what is your precise case ? Further illustration is highly appreciated,

Your feedback is highly appreciated,

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Community Member on at

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Hi Mahmoud,

My case is document status should be HIST but it shows WORK. That document has a payment (fully applied documents) so it needs turn to HIST instead of WORK. I think I miss some action but I'm not sure about that. Example, you open Enquiry/Purchase/Transaction by Creditor then type Creditor ID and check Work in Include option only then click on Redisplay, in my case, one document is found and it should not in there.

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Mahmoud Saadi 32,738 on at

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Could you please check the "Payable transaction" smart list for this specific document ?

Make sure to have the columns: current transaction amount and document status.

What is the current transaction amount for this document ? What does the document status column shows ?

Your feedback is highly appreciated,

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Justin Thorp 2,265 on at

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Hi,

1.) This document that is in WORK, is it a payment?

2.) What happens if you drill/zoom back on Document/Payment number in the inquiry window? Is the transactions displayed? Can you send a screenshot of this?

3.) What happens if you attempt to pull this transaction up in the relevant transaction entry window? Can you send a screenshot of this?

Thank you,

Justin

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Bill Campbell 12 on at

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Tai, I have seen this before when I create a batch of Invoices, do a quick payment and do not complete the process by posting the batch.

You are correct, the invoice is fully applied, but until you post, it stays with a status of WORK.

Let us know if this assists you in figuring out your situation.

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Community Member on at

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Hi Mahmoud,

This is my screenshot

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Community Member on at

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Hi Justin,

1. Yes, it is

2. Yes is it. The screenshot is in another comment

3. I don't get your point

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Community Member on at

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Hi Bill,

What your mean "do not complete the process"? Did it crash or something else?

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Mahmoud Saadi 32,738 on at

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Hello Tai Phat Lam

We are clear now about your issue, the document is in the "Open" status while it is supposed to be in the history status. It could rarely happen for various reasons. Now the important thing is how to get this resolved, you will actually have to move the records on the SQL level, you will not be reinventing the wheel since someone has already been through the same issue and shared his knowledge on how to resolve this, here is the reference article Dynamics GP Fully applied payments stuck in Open

Let us know if you do have any further inquiries,

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Andrew Hall 190 on at

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Hi

Is the document fully applied? No outstanding amounts?

I wrote an article on this a few years ago for GP 10 , should still work for 2010.

intouchdynamicsgp.blogspot.co.uk/.../dynamics-gp-fully-applied-payments.html

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