How to unapply a fully applied credit memo in history?

[GPLoveHateRelationship]

How do I unapply a credit memo that has already been fully applied for a
check that has been voided?

Suppose I have a Credit Memo for $100 and an Invoice for $500. Let's say I
fully apply this credit to the invoice. Then I pay the invoice for remaining
balance of $400.

Let's say I void the $400 check, the Invoice is automatically back in the
OPEN tables, but the fully applied credit memo still remains unapplied in
HISTORY. How do I get the credit memo unapplied and back into OPEN tables for
re-use?? Thanks

[Mariano Gomez]

GPLoveHate,

The only known GP-interface way to unapply a document in history is by using
the Professional Services Tools Library (PSTL).

Best regards,
--
MG.-
Mariano Gomez, MIS, MCP, PMP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com

[GPLoveHateRelationship]

Mariano,

Actually I am able to void the payment/check that has already been posted by
going to Transactions - Purchasing - Void Historical Transactions.

When I void the check, it sends the historicaly invoice back to the OPEN
table, however, the credit memo still remains in history.

Did you mean to say that the only way to unapply a credit memo in history is
by using the PSTL tool? Because you mentioned the only way to unapply a
document in history is by using PSTL.

But how come when voiding the check it does not automatically unapply the
credit memo from the invoice and bring both documents back to OPEN table?

Thanks

[Mariano Gomez]

GPLoveHate,

Two things:

1) You mentioned originally "unapply a credit memo". To unapply a historical
doc, you can use PSTL, besides the point, void works when you need to void
and re-enter the doc.

2) The difference between what PSTL does and the void does is with PSTL you
make the document available again to reapply anyway you see fit. With void,
you cannot reuse the document (CM, IVC, PMT, etc) and are forced to enter a
new one in it's place -- this is why many people end up adding suffixes to
their docs.

[Leslie Vail [MVP]]

I think the 'unapply' tool applies to Sales (receivables) documents and it
looks like he was talking about payables documents. So voiding will work fine
probably.
--
Leslie Vail, CPA, MCT, MVP
MCBSP-Application for Microsoft Dynamics GP
MCBSP-Installation and Configuration for Microsoft Dynamics GP
cell: 972-814-8550
fax: 972-692-7472

[Joanne White]

I found out how: Go to Void Historical Transactions (not Void Open Transactions) and click on the Doc Type drop down box in the upper right hand corner. Select Credit Memo and all the credit memos appear. click on the box that corresponds to the credit memo you want to void and click Void!

>> On Thursday, July 24, 2008 8:07 PM MarianoGome wrote:

>> GPLoveHate,
>>
>> The only known GP-interface way to unapply a document in history is by using
>> the Professional Services Tools Library (PSTL).
>>
>> Best regards,
>> --
>> MG.-
>> Mariano Gomez, MIS, MCP, PMP
>> Maximum Global Business, LLC
>> http://www.maximumglobalbusiness.com
>>
>>
>> "GPLoveHateRelationship" wrote:

>>> On Thursday, July 24, 2008 8:16 PM GPLoveHateRelationshi wrote:

>>> Mariano,
>>>
>>> Actually I am able to void the payment/check that has already been posted by
>>> going to Transactions - Purchasing - Void Historical Transactions.
>>>
>>> When I void the check, it sends the historicaly invoice back to the OPEN
>>> table, however, the credit memo still remains in history.
>>>
>>> Did you mean to say that the only way to unapply a credit memo in history is
>>> by using the PSTL tool? Because you mentioned the only way to unapply a
>>> document in history is by using PSTL.
>>>
>>> But how come when voiding the check it does not automatically unapply the
>>> credit memo from the invoice and bring both documents back to OPEN table?
>>>
>>> Thanks
>>>
>>> "Mariano Gomez" wrote:

>>>> On Thursday, July 24, 2008 8:43 PM MarianoGome wrote:

>>>> GPLoveHate,
>>>>
>>>> Two things:
>>>>
>>>> 1) You mentioned originally "unapply a credit memo". To unapply a historical
>>>> doc, you can use PSTL, besides the point, void works when you need to void
>>>> and re-enter the doc.
>>>>
>>>> 2) The difference between what PSTL does and the void does is with PSTL you
>>>> make the document available again to reapply anyway you see fit. With void,
>>>> you cannot reuse the document (CM, IVC, PMT, etc) and are forced to enter a
>>>> new one in it's place -- this is why many people end up adding suffixes to
>>>> their docs.
>>>>
>>>> Best regards,
>>>> --
>>>> MG.-
>>>> Mariano Gomez, MIS, MCP, PMP
>>>> Maximum Global Business, LLC
>>>> http://www.maximumglobalbusiness.com
>>>>
>>>>
>>>> "GPLoveHateRelationship" wrote:

>>>>> On Friday, July 25, 2008 5:03 PM LeslieVailMV wrote:

>>>>> I think the 'unapply' tool applies to Sales (receivables) documents and it
>>>>> looks like he was talking about payables documents. So voiding will work fine
>>>>> probably.
>>>>> --
>>>>> Leslie Vail, CPA, MCT, MVP
>>>>> MCBSP-Application for Microsoft Dynamics GP
>>>>> MCBSP-Installation and Configuration for Microsoft Dynamics GP
>>>>> cell: 972-814-8550
>>>>> fax: 972-692-7472
>>>>>
>>>>>
>>>>>
>>>>> "Mariano Gomez" wrote:

>>>>>> On Friday, March 27, 2009 6:21 PM Gareth Bogue wrote:

>>>>>> Ok, what about credit memos that have already been applied? You cannot void out credit memos that have been applied and same goes for the invoices to which the CRM's have been applied to. I tried looking online, but can't find anything of the such. Which Professional Service Library Tool are you guys using to get this feature? GP is by far the worst program I have ever used and it's ridiculous that they charge for each support call and these additional tools.