Have you ever had an interruption in GP where your Batch ID became damaged? For example, usually if you have a posting interruption, the Batch ID becomes damaged even if you have recovered the Batch. Because of this, it is recommended to create a new Batch ID and move the transactions from the old Batch ID to the new Batch ID to avoid further posting interruptions. When you have tons of transactions in your old Batch, selecting a new Batch ID per transaction becomes a very tedious task. With the Dynamics GP Batch Review tool, you can now select all of these transactions from the old Batch ID and move them to the new Batch ID.
Here are the steps to transfer transactions from one Batch ID to another Batch ID using the Dynamics GP Toolbox Batch Review tool.
- Create a new Batch ID for the transactions you need to transfer. In this specific example, a Sales Order Processing Batch ID was interrupted.
- On the Sales page, click Sales Batches.
- Enter the Batch information, and then click Save.
- Close the Sales Batch Entry window.
- Transfer the transactions from old Batch ID to the new Batch ID.
- Go to Dynamics GP Toolbox | Batch Review.
- Select the Batch ID that had the interruption but is now available after going through Reset Batches. Note: To reset a Batch ID using Reset Batches, go to Microsoft Dynamics GP | Tools | Routines | Dynamics GP Toolbox | Reset Batches.
- Select a transaction in the list and then press Ctrl + A to select all of the transactions listed.
- Click the Move Transaction(s) to Another Batch button.
- Select the Batch ID you created in Step 1.
- Click Move.
- Print the Batch Edit List and then post the new Batch ID.
- In the Batch Review window, drill back on the Batch ID, and then print a Batch Edit List to verify there are no issues. Note: If there are, resolve the issues, and then save the Batch ID.
- After verifying there are no issues, close the specific Batch Entry window that is open.
- In the Batch Review window, re-select the Batch ID you created in Step 1, and then click Post.