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Attachements With Recurring Batches

  • 1.  Attachements With Recurring Batches

    Posted 5 days ago
    Hello all.

    I'm fairly new to GP, so please be as detailed as possible in your answers.

    We are having the following situation with Recurring Batches:

    For example, CompanyA is in a monthly recurring batch.
    • After we attach the PDF invoice to the transaction in the recurring batch in GP it carries forward to all future month transactions.
    • All of the attached documents for all months accumulate in the recurring batch and appear in all of the transactions, current, past and future.
    • If we delete a document from the current recurring batch that was attached in a prior month, it will delete that document from all of the past months as well as the current batch.
    • The document will no longer exist in GP in a recurring batch or in the vendor transaction history.

    Is there a way to set up recurring batches so the documents remain with just the one transaction and do not follow through to the next month's transactions. This would keep the historic documents attached to only the transaction they were paid with.

    Or is there a better way to handle this type of payment rather than using recurring batches?

    Thanks in advance!

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    Daniel Jones
    Global Products, Inc.
    St. Peters
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  • 2.  RE: Attachements With Recurring Batches

    GPUG ALL STAR
    Posted 7 hours ago
    @Daniel Jones

    That behavior is typical behavior for attachments to recurring transactions and there is no way to change it without customization or an ISV.

    What type of entry are you posting?  How many transactions are you posting on a recurring basis?

    ------------------------------
    Shawn Dorward
    Dynamics GP Practice Lead
    Microsoft MVP, Business Applications
    shawn.dorward@interdynartis.com
    Twitter: @ShawnMDorward
    InterDyn Artis
    Blog: http://www.GPLifeHacks.com
    ------------------------------