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Issue with Receiving Transaction Entry

  • 1.  Issue with Receiving Transaction Entry

    Posted 9 days ago
    ​​We have a user that randomly has problems when doing Receivings Transaction Entry of items.  It's very bizarre what happens, and I have a screen shot from today.
    She is doing a shipment, entering the vendor ID>Auto-Rec, she selects the PO, then the line item for the PO display and she enters qty rec'd.  Then clicks on the Post button and gets an error message that not all required fields have been entered.  And the weird thing is not only is the Receipt No. field wiped out, but the POs that are now showing in the bottom half of the screen do not belong to the Vendor listed in the header information, and they are from older receipts that have already been received in and paid?!?!
    Has anyone seen or had this happen to them?  I believe if I run a Check Links process tonight, it will recover the receipt and all will be good, but it happens at least once a week and is very frustrating!  Any ideas?  Would there be a problem with the setup of item that we can't post the shipment received?

    Receiving Transaction Entry Error

    ------------------------------
    Laura Grewe
    IT-Application Analyst
    Lakewood Health System
    Staples MN
    ------------------------------


  • 2.  RE: Issue with Receiving Transaction Entry

    SILVER CONTRIBUTOR
    Posted 8 days ago
    Laura,

    My first thought is to look for any sources of corruption such as an ISV, a customization or something connecting directly to your SQL tables.  I have found numerous users connecting to GP tables with things like MS Access with good intentions and bad outcomes.

    Chris

    ------------------------------
    Chris Donnelly
    Sr Mgr of Info Systems and Financial Reporting
    Healthmark Industries
    ------------------------------



  • 3.  RE: Issue with Receiving Transaction Entry

    Posted 8 days ago
    ​I was wondering about that.  I don't know if the fact that we have Binary Stream connected makes a difference?  I'm not that familiar with GP at all, just been thrown into the support role.  So I don't fully understand the connection, but I know we have Binary Stream for the Materials Management piece since we are a hospital.  Or is there a problem with the setup of certain items?  The ones that she is receiving in are not setup correctly??  Since it happens to randomly, I thought that might be it?  Is there some type of process to run on an item to make sure that it's setup in all the correct tables, etc?

    ------------------------------
    Laura Grewe
    IT-Application Analyst
    Lakewood Health System
    Staples MN
    ------------------------------



  • 4.  RE: Issue with Receiving Transaction Entry

    SILVER CONTRIBUTOR
    Posted 8 days ago
    Laura,

    I will let others respond with their experience with Binary Stream as my experience with their products is limited.  I do know they are a reputable ISV and I personally would trust their application would not be the source of corruption.  I would look for other sources of corruption.

    To answer your questions about verifying your data...  yes, there is.  You can run checklinks (Microsoft Dynamics GP > Maintenance > Check Links > select the applicable tables > run).  Do this in a test company first!   If you are new to GP, have someone with experience in running this perform it.  If there isn't anyone in your company with this experience, reach out to your partner.

    I hope this helps.

    Chris

    ------------------------------
    Chris Donnelly
    Sr Mgr of Info Systems and Financial Reporting
    Healthmark Industries
    ------------------------------



  • 5.  RE: Issue with Receiving Transaction Entry

    TOP CONTRIBUTOR
    Posted 7 days ago
    I'd recommend reaching out to Binary Stream in this one. I know that in our mem-enabked environment that we've switched to the default GP window for the receivings transaction entry window specifically. Our issue was something different on this window but there could be other issues as well and feels like a weird coincidence that it's the same window that we had issues with.

    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - http://ALaCarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    ------------------------------



  • 6.  RE: Issue with Receiving Transaction Entry

    TOP CONTRIBUTOR
    Posted 6 days ago
    This is what you are saying:

    She is doing a shipment, entering the vendor ID>Auto-Rec, she selects the PO, then the line item for the PO display and she enters qty rec'd. Then clicks on the Post button and gets an error message that not all required fields have been entered. She is doing a shipment, entering the vendor ID>Auto-Rec, she selects the PO, then the line item for the PO display and she enters qty rec'd. Then clicks on the Post button and gets an error message that not all required fields have been entered.

    If this user in the habit of doing the following?  She would enter the QTY REC'ED in the auto-receive window, and while her focus is in this subwindow, she IMMEDIATELY hits the POST button on the main POP Receiving window.  If this is what she is doing, especially if this is causing her problems, tell her not to do that anymore.

    She needs to close the AUTO-INVOICE window, and let the scrolling window in the main form redraw, and maybe click on a field in the main POP Receiving window just to make sure that GP is happy.  Once the balances are okay, THEN she can post.

    This is generic advice, applicable to all GP transaction windows that have subwindows.

    ------------------------------
    Bruce Strom
    Programmer Analyst
    Associated Grocers of Florida / Supervalu
    Sunrise FL
    ------------------------------



  • 7.  RE: Issue with Receiving Transaction Entry

    TOP CONTRIBUTOR
    Posted 6 days ago
    I would be very surprised if Binary Stream is the culprit here.  Sometimes when a user has a problem that only happens to them, you should have someone look over her shoulder to see if they are doing anything unusual.

    ------------------------------
    Bruce Strom
    Programmer Analyst
    Associated Grocers of Florida / Supervalu
    Sunrise FL
    ------------------------------



  • 8.  RE: Issue with Receiving Transaction Entry

    Posted 5 days ago
    ​Her system doesn't work like that.  When she clicks on the Auto-rcv  she gets a small box to enter a PO number,  she enters the PO and chooses view details - then the window on the right opens.  she selects the line items in the PO and clicks receive.   then it goes back to the receivings transaction window and populates the data.  So there is really only the 1 window open with a Post button...
    receivings transaction window

    ------------------------------
    Laura Grewe
    IT-Application Analyst
    Lakewood Health System
    Staples MN
    ------------------------------



  • 9.  RE: Issue with Receiving Transaction Entry

    TOP CONTRIBUTOR
    Posted 5 days ago
    That is exactly what I am referring to.
    The POP windows can be finicky, once she finishes the auto-receive button she needs to close it and go back to the main window.
    Once she is finished with that window and with the scrolling window lines she needs to click on a header field outside of the scrolling window.
    THEN the data in the window is properly updated and settled, THEN she can click the POST button.
    We have had similar problems with the PO Entry and POP Invoice windows when you click on POST when the focus is on a field in a scrolling window.

    Maybe this is not the problem, but this is something to keep in mind.
    My guess is she is doing something quirky during data entry that differs from the other users who are not having problems.

    ------------------------------
    Bruce Strom
    Programmer Analyst
    Associated Grocers of Florida / Supervalu
    Sunrise FL
    ------------------------------



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