Last month I wrote about how now is the time to perform some Spring Cleaning on your Dynamics GP system. With that in mind, I want to highlight the Accounts Receivable Paid Transaction Removal feature, which helps speed up Dynamics GP performance.
This feature is often overlooked as firms do not want to lose historical data. However, the utility only removes receivables transactions for companies that do not maintain receivables history. By performing this function, transactions that are fully applied are moved to history, greatly reducing the number of transactions that are reviewed when aging documents or performing other routines. This greatly improves the performance of Dynamics GP.
Once this process is run for a document, it can no longer have transactions performed against it. For example, one cannot NSF a removed cheque. Therefore, it is recommended that companies run this utility for a date at least 90 days prior to the current date.
To access the Paid Transaction Removal, select Sales > Routines > Paid Transaction Removal.
Adam MacIntosh is a Senior Project Manager at WebSan Solutions Inc, a Microsoft Dynamics GP Partner offering implementation & support services for large & small firms in a variety of industries.
“Corporate Accounts Payable, Nina speaking, just a moment.” If you’ve ever seen Office Space, you know how annoying THAT person can be. What if your system did that same thing?
Dynamics has a small quirk that can annoying to those in Accounts Receivable. Since invoices can be entered in multiple windows. Both the Sales Transaction Entry & the Invoice Entry windows perform the same essential function of populating sales invoices. As such, Dynamics warns users when entering these windows. Well, that warning can become annoying after viewing it for the 463rd time. To get rid of this warning, run your GP Utilities (from your Start menu). In the Additional Tasks window, select the ‘Remove SOP and Invoicing message’. Proceed to uncheck ‘Warn in Sales Order Processing’ & ‘Warn in Invoicing’. When complete, your little annoying warning will be gone forever.