remove transactions -Open and Historical

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Posted on by Community Member Microsoft Employee

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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Mahmoud Saadi 32,738 on at

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RE: remove transactions -Open and Historical

You are most welcome Anton

Never hesitate to share any further inquiries,
Community Member Microsoft Employee on at

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RE: remove transactions -Open and Historical

thanks!
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Mahmoud Saadi 32,738 on at

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RE: remove transactions -Open and Historical

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,