Troubleshooting Dynamics GP and Movers Suite

Tracking the path of documents

Generate transaction in Movers Suite

Reports>Revenue Transaction Errors

Movers Suite SQL tables• We store transactions in our billing tables before they

are generated in Movers Suite

• We have another table to hold transactions after they are generated and before they are imported

• A Movers Suite table exists in Dynamics GP company database after importing (Scripts to find transactions if interrupted on import)

Run MSS Import from Sales or Purchasing

MSS Import common errors• Be sure to look at the report and expand it to show the

number in ‘Records Rejected’

Error shows on the far right of the report

Account is not active/Account not found errors• Create/Make the account active on the Financial pane

under Cards

Vendor Inactive/Not a 1099 vendor

<Options> button and change 1099 Tax Type dropdown

AFS document number already exists • This is an error that EWS will need to fix for you when it

is on the MSS Import

• There are also warnings like ‘Apply-to document missing’ that are timing issues and will import

New custom code changes

• GP2013 Movers Suite custom code does not allow an imported Movers Suite batch to be deleted

Reviewing batch transactions• Save-Saves the window (even if no changes made)• Delete-Will delete the transaction completely• Cancel-Will not save any changes and return to the

window

Post the batches in Dynamics GP

RM-, PM- and GL- batches

Inquiry screens

• Work• Open • History• *Voided items have an

asterisk

Expansion buttons

• View MSS fields• Branch• Order Number• Shipper• Item Code

Document number

MSSDOC# • If the order number including the slash and sequential

number at the end exceed 17 characters then a MSSDOC number is used instead• U9900-24015-4/999 Example of largest document size

before MSSDOC number is used

Accounting Tools>Dynamics GP Order Inquiry

Be careful of items applied to this order from a different order number (manually done)

Reports• Order Billing Inquiry

Collections reports showing 0 balance orders• Orders may show a zero balance in A/R credit and

collection or on A/R trial balance reports. Those items need to be APPLIED• Use the MSS Auto Apply or Apply Sales Documents

(manually)• Note that A/R items do not automatically move to

history

Commissionable vendors• Steps to take if the Dynamics GP check does not match

the Movers Suite commission statement

• Do not finalize the commission statement until the check has been built and matches the comm stmt total

• Commission statements cannot be un-finalized

Confirm cut-off dates used

Allow the batch time to build

Process Monitor

Batch total and <Add to Batch>• The Batch Total will change if over zero balance• <Build Batch> changes to <Add to Batch>

Re-Query the commission statement• This builds a new commission statement just like

deleting and creating a new one

Vendor Class ID• Confirm the vendor is in the class ID if using that as a

restriction

Items on hold?• Will not build in Select Checks• Will not show on the Commission Statement

• On hold items do show on the A/P trial balance

Look for future transactions• Run the A/P trial balance and Msuite commission

statements to 12/31/9999 to look for data entry errors

• Future applied credit memos will be found using 9999 date also

Checkbook branches• Invoices will only be

built if under the checkbook’s branches

Are there payment terms on the vendor?• On the vendor card under the <Options> button

• Payment terms could move the invoice out past the cut-off date

Apply problems?• Items may have apply issues; Are there documents in

history that do not have apply records? Documents showing fully applied but still in Open status?

• Disconnections, slow server processing, low disk space, data corruption, special characters

Use the Inquiry screens

As when checking on imported items, view the Inquiry screens to see if invoices are Work, Open or History.

*Voided items have an asterisk

Drill back on the document to view the apply records

Expand to see the branch, order number etc…

Multiple Commission Statements• Movers Suite allows multiple statements with the same

cut-off date and statements prior to the last finalized dates

Export statement to Excel

Questions?• Thank you for attending!