web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How to move paid items...
Microsoft Dynamics GP (Archived)

How to move paid items & payments from an OPEN state on Receivables Customer Inquiry to HISTORY

(0) ShareShare
ReportReport
Posted on by Community Member

Can you please tell me how to move the paid items as well as the payments from an “Open” state on the Receivables Customer Inquiry to “History”.  I am printing statements and paid items are showing up because they haven’t moved to history.

Thank you.

*This post is locked for comments

I have the same question (0)
  • Richard Wheeler Profile Picture
    Richard Wheeler 75,852 Moderator on at

    Tools->Routines->Sales->Remove Paid Transactions

    Normally I advance the date on the check one month in advance in the event of an NSF check

    You can run this as often as necesary. It is usually run once a month during your monthly AR month end process. Personally, I have never cared for the word Remove because they are not being removed from GP just transferred to history.

  • sueconrod Profile Picture
    sueconrod 337 on at

    Just a word of warning.  Once you run paid transaction removal you will not be able to "unapply" a payment against an invoice.  Due to mistakes in accounting, I have seen customers run the paid transaction removal 6 months out from the date so that just in case they have to go backwards they can to the previous 6 months.  All depends on how good your accounting staff is.  And if you deal in any companies with international checks I have seen where it can take you 3 months before you know a check is "NSF" and there is no way if you have moved the payment to history to mark this as "NSF" without having to manually create your db's and credits.  

    And yes, I know the PTSL tool is available to unapply, but that is normally not used except in emergencies.  So, do yourself a favor and play with this in a test company before you go marking everything and moving to history.

  • Community Member Profile Picture
    Community Member on at

    Thank you

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans