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Opening Receivables Batch Entry for posting using mass close

  • 1.  Opening Receivables Batch Entry for posting using mass close

    Posted Nov 04, 2019 10:52 AM

    Good morning! I took a great session at GPUG where they covered using Mass Close in the Fiscal Periods window to open only specific functions in GP.
    What we need: we need sales and inventory modules closed for entering invoices/returns etc. but I would like to be able to apply and post cash using the Cash Receipts window and post with Receivables Batch Entry. 

    In Mass Close, I have found the Cash Receipts option and opened that. But I cannot find a corresponding option for the Receivables Batch Entry window to allow me to post. Anyone know which option would allow me to do this?

    Thanks!

    Jennie



    ------------------------------
    Jennie Bolkcom
    Oppenheimer Companies, Inc.
    Boise ID
    208-343-4883
    Jennie@Oppcos.com
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Opening Receivables Batch Entry for posting using mass close

    TOP CONTRIBUTOR
    Posted Nov 04, 2019 10:59 AM
    Having the Receivables Cash Receipts, Receivables Apply Doc., and Receivables Sales Entry open should allow you to accomplish this.

    ------------------------------
    Matthew Arp
    Business Systems Developer
    Hunton Group
    Houston TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Opening Receivables Batch Entry for posting using mass close

    Posted Nov 04, 2019 11:16 AM

    Thank you, Matt. 

    Receivables Sales Entry scares my boss a little, we do not want any customer invoices posted. We do sales entry in Sales Batches, wouldn't opening Receivables Sales Entry allow sales invoices to be posted? (the name is what makes me think so, pardon me I'm mistaken.) 

    Thank you!
    Jennie



    ------------------------------
    Jennie Bolkcom
    Oppenheimer Companies, Inc.
    Boise ID
    208-343-4883
    Jennie@Oppcos.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Opening Receivables Batch Entry for posting using mass close

    TOP CONTRIBUTOR
    Posted Nov 04, 2019 11:56 AM
    Edited by Matthew Arp Nov 04, 2019 11:56 AM
    There is a separate option for Sales Transaction Entry (aka SOP), you can keep that closed while keeping RM Transaction Entry open

    ------------------------------
    Matthew Arp
    Business Systems Developer
    Hunton Group
    Houston TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Opening Receivables Batch Entry for posting using mass close

    Posted Nov 04, 2019 11:58 AM

    I think she will find that very reassuring. We will try it out!
    Thank you, again!

    Jennie



    ------------------------------
    Jennie Bolkcom
    Oppenheimer Companies, Inc.
    Boise ID
    208-343-4883
    Jennie@Oppcos.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


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