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.
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.
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)