Information about the order in which the reconcile procedures should be run in Microsoft Dynamics GP

This article describes the order in which we recommend that you run the reconcile procedures in Sales Order Processing, in Purchase Order Processing, and in Inventory Control in Microsoft Dynamics GP.

Applies to:   Microsoft Dynamics GP
Original KB number:   864622

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More information

• Step 1 - Reconcile Sales Order Processing

  On the Microsoft Dynamics GP menu, select Tools, select Utilities, select Sales, and then select Reconcile - Remove Sales Documents.

• Step 2 - Reconcile Purchase Order Processing

  On the Microsoft Dynamics GP menu, select Tools, select Utilities, select Purchasing, and then select Reconcile Purchasing documents.

• Step 3 - Reconcile Inventory

  On the Microsoft Dynamics GP menu, select Tools, select Utilities, select Inventory, and then select Reconcile.

• Step 4 - Reconcile Project Accounting

  Note

  This step is required only if you are using Project Accounting. On the Microsoft Dynamics GP menu, select Tools, select Utilities, select Project, and then select PA Reconcile IV.

• Step 5 - Reconcile Field Service

  Note

  This step is required only if you are using any of the Field Service functionalities on a version that is earlier than Microsoft Dynamics GP 10.0 Service Pack 2. This step reconciles all the Field Service functionalities.

  On the Microsoft Dynamics GP menu, select Tools, select Utilities, select Project, select Service Utilities, and then select Reconcile Quantities.