Dynamics SL - Correct GL Transactions

Posted by Jen Bieker on August 31, 2015


Need to correct a GL transaction in Dynamics SL?   Our senior consultant Tiffany, shows us how.

Starting with SL 2011, you can use the “Correct Journal Transactions” button in the GL Journal Transactions screen to reverse, reverse and correct, or copy a batch that has already been posted. 

Follow these steps:

  1. Pull up the original posted batch first.  Then click on the icon next to the Batch Number field:


     
  2. Then choose one of the following three options:


     
  3. A new batch or batches will be created, referencing the original batch:


     
  4. The new batch has a status of Hold, and can now be modified and released / posted.

 

If you have questions or need assistance, please contact us at Marekting@Crestwood.com


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