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Hi,
Im having a problem in the Apply Sales Document window, when inserting an specific customer ID it shows the message "Please, insert a customer with open balance", This customer does not have any pending invoices, how can I correct this ?
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Hi Gael!
There's really only one supported method of changing the balance yype of a customer, basically what your doing is actually creating a new customer and keeping the old one for historical purposes. You'll need PSTL for this if you are on GP2010 as the tool noted below was in PSTL pre GP 2013. As always please test in a test company first to verify results
Set up a test company that has a copy of live company data by using SQL Server 7.0, SQL Server 2000, SQL Server 2005, SQL Server 2008, or SQL Server 2012
support.microsoft.com/.../871973
1) Go to Microsoft Dynamics GP>Tools>Utilities>Sales>Customer Combiner Modifier.
2) Change the ID of this customer using the tool (such as appending old to it).
3) Enter a new customer with the original ID.
4) Renter the transactions as needed for the "new" customer.
5) You'll then need to reduce the original customers balance to 0. (A Credit document would do the trick on this part and there's other methods you could use as well depending on the exact situation).
Thank you very much for your time and have a great day!
Hi Frank,
It seems that I cant insert my customer in the Apply Sales Document window because it does not have "Open Balance", so I went to the customer card > options, and saw that this customer has "Forward Balance" Balance Type. How can I change this Balance Type to "Open Item"?
You can't apply a payment or other credit document if there are no invoices to apply to. What are you attempting to do?
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Almas Mahfooz
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