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 / Finance | Project Operations, Human Resources, ... / Sales Transactions Not...
Finance | Project Operations, Human Resources, ...
Unanswered

Sales Transactions Not showing up in Summary Inquiry

(0) ShareShare
ReportReport
Posted on by Kyle Rivers 10

Hello!

pastedimage1619568617141v1.png

I created sales / invoices that I posted. I did not create a batch for these, but just posted them w/o a batch. I am not sure if that's the problem, but I can't see these entries in the financial module -> summary or detail inquiry. The odd thing is that I see these transactions on smart list. On the A/R trial balance report, they show up as well. I am confused... I've reconciled both the financial & sales module as well. 

Thank You for your help! 

I have the same question (0)
  • Gavin Profile Picture
    Gavin 2,510 on at

    Hi,

    If you posted them without a batch then its likely the journals for those invoices are sat in an unposted batch in the financial series. If you go to "Transactions > Financial > Series Post" do you see any system generated batches? Usually they'll be prefixed with SL. If you do see those batches post them and then check your financial detail and summary again.

    FYI, in the later versions of GP you can have transactions posted without a batch hit the GL automatically, just like transactions posted in a batch. This is achieved vi the posting setup i.e. "Tools > Setup > Posting > Posting"

    pastedimage1619614160684v1.png

    Hope this helps

    Thanks

    Gavin

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!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 620

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 521 Super User 2026 Season 1

#3
CP04-islander Profile Picture

CP04-islander 430

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans