Dynamics GP – Bank Management button missing from Chequebook Maintenance window

Only a short post however I thought I’d blog this one as its a frequent query we receive on the Bank Management module in Dynamics GP.

Clients who have the “Bank Management” module for Dynamics GP will often create a new chequebook via “Cards > Financial > Chequebook” and notice the “Bank Management” option isn’t immediately visible to add the additional setup:

This is because you first need to grant access to the users in the bank management module and then you see the option.

You grant access via “Cards > Financial > Bank Management > Setup”

Once in the Bank Management Setup window click “Access”

Once in the Access window pickup the relevant users and grant them access to the new chequebook:

Once this has been granted the “Bank Management” option is visible on the chequebook in the “Cards > Financial > Chequebook” window.

Hope this helps someone else in the future.

Thanks for reading.

Dynamics GP – Clear Activity in Bank Management – Delete from CBEU1020

I recently had an issue where a user was stuck in a batch in the Bank Management module. You can usually run the “Clear Activity” option to resolve the issue however on this occasion it didn’t work. I found I had to manually delete a row in an SQL table to clear the lock and allow the user access to the batch.

The exact issue they received is as follows:

With this error message the first thing to try is to clear activity and although this didn’t work on this occasion I’ll detail the steps below.

Select “Tools > Routines > Financial > Bank Management > Clear Activity”

Select “Clear Activity”

Ensure there are no users in Dynamics GP and click “Yes” to the message below. (rather than asking everyone to log out I usually just ensure there’s nobody doing any Bank Management activities)

After doing this you will be prompted with the message below confirming activity is cleared

However I found I still couldn’t access the batch. On investigation there is still some activity for the batch in the CBEU1020 table which needed clearing. I therefore ran the SQL query below in the company database to delete the row. (replace TWO18 with the name of your company database)

I could then access the batch.

Thanks for reading