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Voiding multiple Invoice integration

  • 1.  Voiding multiple Invoice integration

    GOLD CONTRIBUTOR
    Posted 20 days ago
    Hello -

    We have 300+ SOP Invoices to be voided.
    I heard it is possible using eConnect integration or Macro.  Do you have any documentation I can follow?

    I really appreciate it!

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    Cecile Dinh
    GP Admin at ARC (Airlines Reporting Corp.)
    GPUG Chapter Leader - Washington, D. C.
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Voiding multiple Invoice integration

    TOP CONTRIBUTOR
    Posted 20 days ago
    Hi Cecile-

    If you are using SmartConnect, there is an eConnect node for voiding sales transactions:


    For the source query to feed the data into SmartConnect, you could just write a SQL statement to pick up all of the SOP invoices needed to be voided. Then in the mapping it just needs SOP Type and SOP Number:

    I hope this helps.
    Joe

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    Joseph C. Markovich
    Valparaiso IN
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Voiding multiple Invoice integration

    GOLD CONTRIBUTOR
    Posted 20 days ago
    Hi Joseph!

    ​This is awesome!  Thank you so much!!!
    Have a great day.


    ------------------------------
    Cecile Dinh
    GP Admin at ARC (Airlines Reporting Corp.)
    GPUG Chapter Leader - Washington, D. C.
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Voiding multiple Invoice integration

    GPUG ALL STAR
    Posted 19 days ago
    You could also automate this easily with GP Power Tools - Developer Tools module.

    A SQL Query to pull up the transactions and then a Goto script to open a window to void each one in sequence.

    Regards

    David

    ------------------------------
    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Voiding multiple Invoice integration

    GOLD CONTRIBUTOR
    Posted 14 days ago

    Hi Joseph,

    I did my testing - it seems like this node is only voiding the unposted SOP Invoice.  What if the SOP Invoices are posted?


    Thanks,

    Cecile



    ------------------------------
    Cecile Dinh
    GP Admin at ARC (Airlines Reporting Corp.)
    GPUG Chapter Leader - Washington, D. C.
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Voiding multiple Invoice integration

    TOP CONTRIBUTOR
    Posted 19 days ago
    An even easier way is simply to make sure to put integrated transactions into a Batch.  Then you just delete the entire batch prior to posting.  (I use this when testing new integrations.)

    If the invoices have already been posted, you can use an integration to change the Void Status on all of them.  One note: changing the void status on the documents in the SOP tables doesn't necessarily void the receivables records in the RM tables.  That still has to be done separately.

    ------------------------------
    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise Idaho GPUG Chapter Leader
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Voiding multiple Invoice integration

    GOLD CONTRIBUTOR
    Posted 14 days ago
    Hi Blair,

    Yes, the invoices are already posted.  There are only two SOP Void status (0 = Not voided and 1 = Voided).   Does it mean, I will change first the status to Voided?
    What would be the next step?  It looks like this SOP Node is only voiding the unposted SOP invoice.


    Thanks,
    Cecile

    ------------------------------
    Cecile Dinh
    GP Admin at ARC (Airlines Reporting Corp.)
    GPUG Chapter Leader - Washington, D. C.
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Voiding multiple Invoice integration

    TOP CONTRIBUTOR
    Posted 13 days ago
    While voiding invoices through Dynamics GP is preferable, doing this in bulk through Integration Manager for large batches is more efficient.  This doesn't void the Receivable, however.  To do that, you still have to identify the receivable and void it.  I have a script I run every month to check for documents voided in SOP module which need to be voided in the RM module and vice-versa.  If interested, email me and I'll send it over to you.

    ------------------------------
    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise Idaho GPUG Chapter Leader
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 9.  RE: Voiding multiple Invoice integration

    GPUG ALL STAR
    Posted 13 days ago
    Hi @Cecile Dinh

    How are you?

    The issue is that once an invoice is posted in SOP it is also in the Receivables tables.

    Theoretically, and ESPECIALLY if counted inventory is involved you should do a SOP Return to create a credit for the customer and then apply that credit to the invoice, which will 'void' the invoice, but also keep inventory straight.

    You can also go to 'Posted Transactions' and use a macro there to void them, but you'll get an error that they originated in the SOP Module and you should use a return there (as in the latter paragraph).

    Again, if they have posted just running a script to void them or trying to use IM or SmartConnect to do it might not work because the POSTED SOP Invoices are also NOW in Receivables Management (RM) tables as well as SOP tables.

    If it were me, I'd create an integration that does the return and then one that applies the return to the correct SOP Invoice.



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    Academy - Online Interactive Learning from Experts


  • 10.  RE: Voiding multiple Invoice integration

    GOLD CONTRIBUTOR
    Posted 8 days ago
    Thank you Blair and Jo!

    ------------------------------
    Cecile Dinh
    GP Admin at ARC (Airlines Reporting Corp.)
    GPUG Chapter Leader - Washington, D. C.
    ------------------------------

    Academy - Online Interactive Learning from Experts


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