Viewing Missing Transactions in Apply Sales Documents with National Accounts

One of our clients recently encountered an issue where they were unable to see posted invoices for a customer in the Dynamics GP Apply Sales Documents window.  These documents were correctly created and processed, and were visible in inquiry, but were not available to have payments applied when viewing the customer in Apply Sales Documents.

After some troubleshooting, we ascertained that the cause of the issue was National Accounts.  By default, when a user enters a customer in Apply Sales Documents, the National Account radio button is automatically selected next to View/Apply:

Dynamics GP National Account radio button

This is normally not a problem, but occasionally the parent account is in a different status or handled differently than the children.  In this case, we simply needed to select the Specific Customer option and choose the child from the dropdown; this allowed users to view and apply payments to the invoices that were previously missing!

This article was written by Daniel Gonet, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, NH, MA, NY and surrounding regions.

 

1 thought on “Viewing Missing Transactions in Apply Sales Documents with National Accounts”

Leave a Reply

Your email address will not be published. Required fields are marked *