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Great Plains Switching Checkbook ID

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Posted on by CU27050104-0

Hi yall,

I'm currently using great plains and was in the process of re-issuing a check from another checkbook ID. I have voided the check through historical payables and now im in the process of re-printing the check on build payment.

How do switch the checkbook ID when re-printing the check?

Thank you,

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Microsoft Dynamics GP

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Saif Ali Sabri 2,791 Moderator on at

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In Microsoft Dynamics GP (Great Plains), once a check has been voided through Historical Payables Transactions, you can re‑issue the payment using a different Checkbook ID during the Build Payment process. The key is that the checkbook is selected at the time of building and printing the payment batch.
🔍 Steps to Switch Checkbook ID

Navigate to Build Payment Batch

Go to Transactions > Purchasing > Build Payment Batch.

Select the vendor(s) and invoices you want to pay.

Choose the New Checkbook ID

In the Build Payment Batch window, specify the Checkbook ID you want to use for re‑printing the check.

This determines which checkbook the payment will be issued from.

Mark the Invoice(s) for Payment

Ensure the previously voided invoice is still open and available for payment.

Mark it for inclusion in the batch.

Print the Checks

After building the batch, go to Transactions > Purchasing > Print Checks.

Confirm the correct Checkbook ID is displayed.

Print the check using the new checkbook.

Post the Payment Batch

Once printed, post the batch to finalize the payment.

The system will now record the payment against the new checkbook.

💡 Important Notes

If the invoice was fully voided and removed from history, ensure it is re‑entered or remains open in Payables Management.

The Checkbook ID cannot be changed directly on a historical transaction; it must be reassigned during the new payment build.

Always verify the check number sequence in the new checkbook to avoid conflicts.

If you need to re‑print a check from the same batch but with a different checkbook, you must re‑build the batch with the desired checkbook ID.

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André Arnaud de Cal... 306,272 Super User 2026 Season 1 on at

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Moved the question from the Dynamics 365 General to the Dynamics 365 GP forum.

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BJ-09051414-0 419 on at

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Hello,

It depends on where you are doing the check. I will cover all three spots.

Payment on the fly. (Doing the Invoice and Payment at the same time in the Payables Transaction Entry window).

When you enter a value in the Cash or Check Field and tab off, the Payables Cash Entry window will open.

NOTE: You can also click the blue expansion arrow next to the Cash or Check field to open this window as well.

There is a Checkbook ID field. You would need to change it here to the checkbook you want to use.

For the Manual Payments window.

This window does not print checks.

You would change the Checkbook ID assigned in this window for the Checkbook that you want to use.

Select/Build Checks window.

The Checkbook is pulled based on what is assigned to the batch. You would change it on the batch.

If you are wanting to change the Checkbook that defaults for Payables Transactions, then there are two places that this can be assigned.

The Payables Setup.

Purchasing | Setup | Payables.

If you pull the Default Checkbook based from the Vendor, then it can be changed in the Vendor Maintenance Options window.

Cards | Purchasing | Vendor.

Select the Vendor.

Click the Options button.

Change the Checkbook.

Save the changes.

I hope this helps!

Thank you!

Brandon!

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