Getting greater journal entry control by clearing recurring batch amounts
The recurring batch functionality in Dynamics GP provides the batch and approval functionality that many companies need, but until version 2010 the only option to change the amounts was to overwrite each line. There was no option to have a template style entry and batch approval. This process left a lot of room for user error, making it an imperfect solution.
Dynamics GP 2010 introduced the ability to clear the amounts from a recurring batch after it is posted. This allows a user to build a journal entry but not be locked into the same amounts each time. It also allows the use of batch approval. In this recipe, we'll setup a recurring batch where the amounts clear after each posting.
How to do it…
Follow these steps to set up recurring batches to clear after posting:
Select Financial from the Navigation list, then Batches under Transactions.
In Batch ID enter
Z TEST RECUR.Set Origin to General Entry.
Change Frequency to...
