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January 29, 2023

Month: May 2021

Batches Part 2: Modifying or Deleting a Batch in Dynamics GP

Monday, 17 May 2021 by AccSoft Evangelist
Batches Part 2 - Modifying or Deleting a Batch

Batches are groups of transactions, identified by a name or a number. You can use it for identification purposes and to make the posting process easier. You use a batch to group similar transactions during data entry. So, you can review them before posting at a later time. Likewise, you can also identify batches as a group of transactions entered by a specific employee or on a particular date.

 

Like most ERP systems, Microsoft Dynamics GP also allows users to create transaction batches to manage a large volume of payments. For instance, issues can arise which can cause a batch to get hung up in the system or fail to post. When a batch fails, GP will usually prompt the user to use the GP Batch Recovery window. It lets you try and reset or recover the batch.

 

Modifying or deleting batches

Use the Payables Batch Entry window to correct or delete a batch. You can change or delete unposted batches at any time. Recurring batches are deleted after the batch has been posted the number of times you specify in the Recurring Posting field.
Purchasing →Transaction→ Batches

deleting batches

  • To modify batch information, select the Batch ID by clicking lookup or magnifying glass. Modify the information that you want to. To change information in any transaction of the batch, click ‘Transactions’. Then you can modify the transaction that you want to change.
  • To delete a batch, select the batch ID by clicking lookup or magnifying glass and click ‘Delete’.

 

Want to know more about batches in Microsoft Dynamics GP? Then visit us at Microsoft Dynamics GP – Great Plains. 

No need to worry, AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266 to get a free demo of 1 hour.

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Batches Part 1: Create Batches in Microsoft Dynamics GP

Monday, 17 May 2021 by AccSoft Evangelist

 

Batches are groups of transactions, identified by a name or a number that you can use for identification purposes, and to make the posting process easier. You can create batches to group similar transactions during data entry, and review them before posting at a later time. Similarly, you can identify batches as a group of transactions entered by a specific employee or on a particular date.

Create Batches

Use the Payables Batch Entry window to create a batch or group of transactions. As a result, you can create batches that you use just one-time or recurring batches for transactions you enter on a regular basis. Purchasing → Transaction→Batches

Create Batches
  • Enter or select a batch ID. You can enter any alphanumeric set of characters. The maximum length of this field is 15 characters.
  • Select the batch origin. The origin identifies the window that transactions for this batch will be entered in. Since batches can use only one origin, you can have several batches with the same name, but different origins.
  • Enter a batch comment.
  • Select a frequency if the origin is Payables Transaction Entry. Select Single Use for batches you enter and post only once.
  • If this batch is a recurring batch, select the frequency to repost the transactions. Enter the number of times to repeat posting in the Recurring Posting field. Leave the Recurring Posting field as zero for an unlimited number of postings.
  • Posting Date is the date when the transaction(s) will be posted to General Ledger. Select the default or change the date.
  • Enter or select a checkbook ID.
  • Enter currency information.

NOTE: If you’re using Multicurrency Management and you’re planning to enter transactions involving multiple currencies, select single-use. Since you can’t predict exchange rates for document dates, Multicurrency batches are single-use.

For more information, please visit us at Microsoft Dynamics GP – Great Plains

AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266

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