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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / remove transactions -O...
Microsoft Dynamics GP (Archived)

remove transactions -Open and Historical

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Posted on by Community Member

Customer is using CounterPoint with GP as back-office ( GL, PM and BankRec). Have imported GL-Transactions 2008 - 2012 and PM-open transactions. Now customer prefer to start 2014 with only beginning balances 2013. How can I remove all transactions?

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  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Hello Anton

    Does this imply that you will have to remove all the transactions from all the modules leaving nothing but master files ? If so, you can consider the Clear Data (Microsoft Dynamics GP > Maintenance > Clear Data) to go through the modules one by one, and selecting all the sub categories except for the master and setup ones.

    Then, you can proceed with importing the opening balances for all the modules through the various integration tools available for such purpose.

    Of course, there are many other options to consider, or third party products such as a the Company Data Archive, or to create a new company using the copy-company tool in the PSTL to migrate the master files and setup while leaving everything in the current company for archive purposes.

    If this is not your case, please let us know

    Best Regards,

  • Community Member Profile Picture
    Community Member on at

    thanks!

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    You are most welcome Anton

    Never hesitate to share any further inquiries,

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