1. Troubleshooting GP and MoversSuite
Where are my transactions?

2. My Msuite items are not showing up in Dynamics GP !?!
Posted Revenue
MSS Import
Vendor Commission Statements
The most common places to start searching for “missing” transactions

3. Posted Revenue
Have the items been posted in Msuite?

4. Have the transactions been Generated in Msuite?
Generate Transactions button grayed out when all has been posted. Look for anything listed in the Open column

5. Document number on Transactions tab?
Check the Transactions tab to see if there is a number in the ‘#’ column, shows on Item level not the Group level

6. Reports>Revenue Transaction Errors
Item codes not mapped for the Authority, Commodity and Move Type or for the Labor Type

7. SQL Movers Suite Tables
Hold transactions before being generated. Billing Tables
Hold transactions after generation and before import. Account Transactions
Batch number is written to tables after MSS Import is done

8. Connection Interruptions
Scripts can compare GP to Msuite tables if there is an interruption during importing.

9. MSS Import
To pull transactions into GP that have been generated in Msuite

10. Items need to be imported into Dynamics GP
GP>Tools>Utilities>Sales>MSS Import or on the Sales pane under Utilities

11. Import can pull in All Modules and All Users
Can run to Validate Data Only

12. Review the report for error messages
Don’t need to print the MSS Import but review it for ‘Records Rejected’

13. Common Import errors
Vendor is inactive-Need to make vendor active in GP
Account is not active-The GL Acct number was marked inactive in GP
Not a 1099 Vendor-Make them 1099 in GP
Account not found-Account was deleted in GP after posting but before importing
Fix the errors by making items active and then can move the items after they finish importing and posting. Then Inactivate again. (Inactive cards do NOT show in Msuite)

14. Warning messages Warn: Apply-to document missing
Warning: Duplicate Invoice numbers not allowed (This will import but batch won't post)
Warning is that a ‘reverse’ or ‘reverse all’ is trying to automatically apply but cannot. May have already been applied or it was imported but not posted yet

15. Fix duplicate invoice number warning
Open the batch and change the Document Number field

16. Save---Delete---Cancel
Save-Saves any changes (or not) and closes the window
Delete-Will delete the transaction completely
Cancel-Will not make the changes and return to the window

17. Importing from Msuite creates a batch in GP
Post the batch in Master Posting or in the Series Post (Master Posting on the Admin Pane)

18. Batch Recovery
If there is an error during original posting attempt

19. View transactions in GP under Inquiries

20. Items without an order will have a MSSDOC#
Payments done as unapplied cash do not have an order so the document number will start with MSSDOC

21. In Msuite Accounting Tools>GP Order Inquiry
For users that do not have access to GP or do not log in often

22. Items created in GP need to have an order #
For the GP Order Inquiry and A/R Collections reports will need an order number. It is NOT a required field

23. The Additional Info button can be used
If your window does not look like this customizations may be off due to an integration. Suggest separate GP logins with separate security for integrations or run IM from Start menu

24. The Additional Info button
Make sure the Authority is correct (Matches the table setup)

25. In Msuite Reports>Order Billing Inquiry
This report will show apply records (Generates for one order number at a time)

26. Vendor commission statements
Transactions/vendors are not showing on the statement and I need to pay them!!

27. Not seeing a vendor?
The commission statement is run by vendor class-double check the Class ID attached to the vendor

28. Match your stmt date and your GP cutoff date
Make sure the Comm stmt ‘Due date’ and the GP ‘Due Date Cutoff’ are the same date

29. The vendor should NOT have payment terms
If your driver has payment terms attached the Due Date will be pushed out to a future date

30. Are transactions on hold?
Transactions>Purchasing>Holds to view the vendor and any items marked to be on hold

31. A/P Trial balance report
Can also match the trial balance to the comm stmt and the GP check
If the item doesn’t show on the trial balance as expected run the trial balance for 12/31/9999
Print/Age as of Enter Date 12/31/9999 to get items that may have a typo Ex instead of 2011

32. Multiple Comm Stmts using the same date or dates prior to an already finalized statement

33. Comm Stmts can be exported to Excel
In a bind, the comm stmts can be exported to Excel and adjusted before sending

34. Thank You for attending!