If you use the
Well now you can!!
Using the Receivables Transaction Unapply window I was able to uncheck the box in the Applied column and it moved the invoice and payment back to the open table which will allow me to apply the payment to another invoice.
The Receivables Transaction Unapply window is part of the Professional Services Tools Library (PSTL). Historically the PSTL had to be purchased, but now it is free! However, it does need to be installed and configured. In addition, you will need to be given security access to the Receivables Transaction Unapply window using the standard GP security roles and tasks.
After installing the PSTL. Log into GP as ‘sa’, and complete the configuration and security setup. Below are a few more screen shots that should help you, but if you need assistance please email
This article was written by Andy Warner, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving clients around the United States.
by Tridea Partners