PSTL unapply documents not showing in GP

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Posted on by GuruDofGP

Hello GP Community,

We are using GP2018 version 18.3 and Binary Stream Multi-Entity Management. I ran the unapply to a document in Historical using the PSTL that had been fully applied with a credit memo of the same amount. The reason is a payment came from the customer after these had been moved into Historical that needs to be applied to the invoice. I've performed the unapply for RM Historical invoices using the PSTL many times before without any issues.

However, this time, I ran the usual unapply for just those two documents - the invoice and the credit memo - on the customer's account. I verified that the two documents have been moved into the Open SQL tables and neither are in the Historical tables. The documents are not showing in Dynamics GP. So, I ran customer reconcilation, document reconciliation, and the Checklinks for the Receivables transactions. The documents are still not showing in Dynamics GP.

Are there MEM SQL tables that didn't get updated? What am I missing that the documents aren't visible in GP? The process showed completed for the unapply in the PSTL when I performed it. Any assistance would be greatly appreciated.

Thank you in advance for your assistance!

Guru D in GP

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David Musgrave MVP ... Most Valuable Professional on at

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PSTL unapply documents not showing in GP

Have you approached Binary Stream with this issue?

It is possible that MEM has not been coded to work with PSTL and multiple documents.

Regards

David

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Frank_Heslin on at

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PSTL unapply documents not showing in GP

After you run the unapply process you have to run Assign Entity. I do this all the time.

You can get to it here:

When this window opens, select RM Open (RM Work is optional), don't select RM History or it will take forever or crash or both. Then click Enable Suggested Entity. If an entity does not default for any line item, enter the correct entity in the Entity box & select the line(s) for that entity, repeat as needed. Once all lines have an entity, click Process in the top left hand corner.

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GuruDofGP on at

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PSTL unapply documents not showing in GP

Thank you for your assistance, Frank! That is exactly what I needed. Got it completed and they appeared. :)

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