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Showing posts with the label Preparing Audit Adjustment using Source Document in Dynamics GP

Preparing Audit Adjustment using Source Document in Dynamics GP

GP - Record Audit Adjustment Path: Transaction > Financial > General 1.  Use “General Transaction Entry” to record Audit Adjustment. 2.  To differentiate normal general journal entry from Audit Adjustment entry during reporting, user need to indicate the entry as “AUDIT” in Source Document.  3.  The Audit Adjustment can be posted to any date as long the “AUDIT” is selected. 4.  In case the “AUDIT” does not appear from Source Document lookup list, user can create it by going to Source Document Setup. Path: MSDGP > Tools > Setup > Posting > Source Document 5.  Save the entry, and post the entry in batch screen just like normal. Report Designer - Generate report with/without Audit Adjustment 1. Setting need to be done in Column format before Report Designer able to pull Audit Adjustment entry and normal general journal entry separately. Select the “Column” format button. 2. Notice in the Column format below, there are 5 columns prepared. To p...