Question Status

Suggested Answer
Sergio Bonilla asked a question on 6 Mar 2015 11:10 AM

Deleting a document # (applied from credits) in AR, is that possible?

Reply
Frank Hamelly responded on 6 Mar 2015 12:03 PM

Once a document is posted, it can't be deleted, it can only be voided.  That is part of the audit trail control in GP.

** Please, if this answers your question, mark it as 'Answered' so others experiencing the same will know it resolved your issue. **

Frank E. Hamelly, MCP-GP, MCP-AX, MCITP, MCT, MVP

http://gp2themax.blogspot.com/

Reply
Bill Campbell responded on 6 Mar 2015 1:27 PM

Sergio, in the attached post, you share

community.dynamics.com/.../154274.aspx

Are you asking for the steps to Void the documents noted in this case?

If you are trying to append to a case, it is better practice to 'open the case' and click on reply rather than creating a new question.


** Please, if this answers your question, mark it as 'Answered' so others experiencing the same will know it resolved your issue. **

Bill Campbell
Director, Operations
M.I.S. Management Information Solutions Ltd.
Skype: billc.edmonton
Cell: +1 780 994 2455
Off : +1 780 481 5564

Reply
Suggested Answer
Bill Campbell responded on 6 Mar 2015 1:30 PM

Once you have posted - as noted by Frank - you need to use the Sales >> Transactions >> Posted Transactions

From here enter the Customer, select the Document Type - Credit (if that is the case), then select the Document Number, use the magnifying glass, and then be sure to watch the dates - this is the place where most errors are made - do not cross into closed periods if possible.

Before doing anything with impacts you are unsure of, it is a safe idea to have a 'quick' backup of the database - just in case.

Hope this helps.


** Please, if this answers your question, mark it as 'Answered' so others experiencing the same will know it resolved your issue. **

Bill Campbell
Director, Operations
M.I.S. Management Information Solutions Ltd.
Skype: billc.edmonton
Cell: +1 780 994 2455
Off : +1 780 481 5564

Reply
Suggested Answer
Bill Campbell responded on 6 Mar 2015 1:30 PM

Once you have posted - as noted by Frank - you need to use the Sales >> Transactions >> Posted Transactions

From here enter the Customer, select the Document Type - Credit (if that is the case), then select the Document Number, use the magnifying glass, and then be sure to watch the dates - this is the place where most errors are made - do not cross into closed periods if possible.

Before doing anything with impacts you are unsure of, it is a safe idea to have a 'quick' backup of the database - just in case.

Hope this helps.


** Please, if this answers your question, mark it as 'Answered' so others experiencing the same will know it resolved your issue. **

Bill Campbell
Director, Operations
M.I.S. Management Information Solutions Ltd.
Skype: billc.edmonton
Cell: +1 780 994 2455
Off : +1 780 481 5564

Reply