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Good evening - I am a new Dynamics SL user and have a couple of questions related to AP that I am hoping someone can answer or point me in the right direction. I have used primarily Deltek GCS Premier during all of my Accounting years.1) Date, Invoice Date, and Due Date* What is the "Date" field used for?* How does it affect other modules within Dynamics SL?* I assume "Invoice Date" is the date of the invoice. Does the "Invoice Date" affect any other modules?* I assume "Due Date" is automatically populated based on the payment terms of the vendor and the invoice date.2) Batches* Instead of deleting a voucher from a batch, are we able to move it to another batch so the voucher does not need to be re-entered/re-created at a later time?Thank you,Gene Lee
Without getting someone to write a SQL script, the easiest way I can think to copy over to a new batch would be to hit the export to excel button to get the grid data, take a snip it or snapshot of the header data and then delete the document.
Go to your new batch and manually enter the header data (vendor ID, invoice number, invoice date, and amount); then copy the grid data from excel.Marc