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Microsoft Invoices: Troubleshoot Posting Errors in Dynamics GP

By Citrin Cooperman Digital Services Practice .

Any time a transaction in Microsoft Dynamics GP will not post when creating Microsoft invoices, the first thing that needs to be done is find out what is preventing the transaction from posting. To do this, print an Edit List by pulling up the batch in the batch entry window. Go to File > Print > Edit List. This Edit Report shows two errors – both tax distributions and commissions have an issue.

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When opening the Microsoft invoice and hitting the blue arrow next to Sales Tax, it shows that the tax that was calculated as $98.51, but on the Sales Tax window, it displays $103.83

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This can be easily fixed by hitting the Default button on the tax detail screen.

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It also shows that the subtotal of the Microsoft invoice was wrong. Issues like this can occur when a line item is added or removed, or a quantity or price gets changed. Sometimes, the subtotal or total is not always recalculated. To correct the totals, go to Sales > Utilities > Reconcile > Remove Sales Documents. Populate the Reconcile-Remove Sales Documents screen as shown below, substituting the invoice number for the one used in this example. Make sure the radio button for Reconcile Sales Documents is selected and that it is not selected for the Remove Completed Documents option. To see a preview of the resulting changes, just select the Print Report Only box. That will show a preview of the corrections prior to actually implementing them.

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After this, when another Edit Report is run, the invoice is now error free.

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Microsoft Dynamics GP support provided by Citrin Cooperman

Understanding how to navigate the technologies your business has invested in, such as learning how to troubleshoot Microsoft invoice posting errors in Dynamics GP, can save time, money, and frustration. Citrin Cooperman’s Digital Services Practice can help you develop more efficient processes to help reach your strategic goals. To learn more about how our team can assist with Dynamics GP upgrades and support, reach out to your Citrin Cooperman advisor or sales@citrincooperman.com.

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