Originally Posted 10/11/12
(The attached video includes all of the information in the text below for those of you who prefer to “watch it” rather than “read it.”)
Today I am going to review some of the features of the Professional Service Tools Library in Microsoft Dynamics GP for Receivables Management.
Specifically we will:
- Combine two customers into one account
- Change the name of the Customer on all posted records
- Change the Customer ID
- Un-apply historical transactions so they may be voided or re-applied