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Opening Receivables Batch Entry for posting using mass close

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

    Posted 7 days ago

    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
    ------------------------------
    Conference-GPUG_200x200


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

    TOP CONTRIBUTOR
    Posted 7 days ago
    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
    ------------------------------

    Conference-GPUG_200x200


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

    Posted 7 days ago

    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
    ------------------------------

    Conference-GPUG_200x200


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

    TOP CONTRIBUTOR
    Posted 7 days ago
    Edited by Matthew Arp 7 days ago
    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
    ------------------------------

    Conference-GPUG_200x200


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

    Posted 7 days ago

    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
    ------------------------------

    Conference-GPUG_200x200


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