Sales

Cannot Save the Cash Receipts (Press SAVE button and nothing happens)

This is one weird issue, In order to correct this you need to go to
Microsoft Dynamics GP-->Tools-->Setup-->Company-->Payment Document Management.

Your previous transaction level posting session has not finished processing. Please allow time for it to finish. if you believe it has failed log out of Microsoft Dynamics GP and log back into recover transactions.

Resolution:

1.    Go to MSSQL and open a new query window. Run the following query:
2.    Delete DYNAMICS..SY00800 where BCHSOURC = ‘Sales Entry’
3.    Run the following queries against the Company database
4.    SELECT * from SY00500 where BACHNUMB = ” (If Query did not return anything then proceed to next step)
5.    If this query returns any rows, then run: Delete SY00500 where Bachnumb = ”
6.    SELECT * from SY00500 where BACHNUMB = ‘XXX’ (where XXX is the USER ID of the person getting the problem in GP) This returned me with the user and the blank record in it which I deleted
7.    Delete SY00500 where USERID = ‘USERID'

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Prospect customers

Cards-->Sales-->Prospects


Prospect customers are potential customers that you maintain records for, but don’t add to your customer base. To enter prospects, you must set up the quote ID to allow prospects. Only quotes can be entered for prospect customers.

To transfer a quote for a prospect customer to an order or to an invoice, you must add the prospect to your customer base or assign the prospect to an existing customer. The Prospect To Customer window opens when transferring a quote to an invoice or order so you can transfer a prospect record to a customer record. You can use the prospect information to create a customer record in the Customer Maintenance window. If you add the prospect as a customer, the prospect record won’t be deleted automatically. You must delete it in the Sales Prospect Maintenance window.



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How to create a Quote using a Prospect

Entering a quote

In the navigation pane, choose the Sales button, and then choose the Sales Order Transactions list.

In the New group or its overflow menu, choose Quote to open the Sales Transaction Entry window.

You can use the Sales Transaction Entry window to enter and print quotes for your prospects and customers and to view, void, delete, or transfer existing quotes. You also can send quotes in e-mail.

Sales quotes are saved but not posted, and distributions aren’t calculated on quotes. If a customer decides to make a purchase based on the quoted price, you can transfer the quote to an order or invoice. When you transfer a quote to an invoice or order, information about the document, customer, and items will be transferred to the new document. To transfer a quote for a prospect customer to an order or to an invoice, you must add the prospect to your customer base or assign the prospect to an existing customer.

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You can’t choose this document because it is part of a recovered batch or is still in the process of posting

 

You also see the error below when you try to delete the Invoice from the application.

Looked into the Invoice and the Invoice seems to be right but somehow when you try to post and also apply gives the same error.

Looked into the SY00800, SY00801 and SY00500 tables nothing seems to work.

The only resolution is to delete the Invoices from the table and re-enter them POST and re apply them.

Below are the tables and the queries that the Invoice needs to be deleted from.

Begin Tran

Delete from RM20101
Where CUSTNMBR = ‘CUSTNMBR'
and RMDTYPAL = 1
and DOCNUMBR = 'DOCNUMBR'
Rollback Tran

Begin Tran

Delete from RM10301
Where CUSTNMBR = 'CUSTNMBR'
and RMDNUMWK = 'DOCNUMBR'
Rollback Tran