You see unwanted data in Project Accounting after you start over in Microsoft Dynamics GP

This article describes how to keep setup records and master records while removing transaction records.

Applies to:   Microsoft Dynamics GP
Original KB number:   869556

Symptoms

After you start over in Microsoft Dynamics Great Plains (GP), Project Accounting, you see unwanted data, such as old transaction records.

Resolution

To remove transaction records, and keep setup records and master records, follow these steps:

  1. Close Microsoft Dynamics GP.

  2. Make a backup of the company database.

  3. In Microsoft SQL Management Studio, run delete statements on all PA tables in the company database except PA0* tables (master records) and PA4* tables (setup tables).

    The following tables are not Project Accounting tables and should not be deleted:

    • Refund Checks tables

      PA00001
      PA00002
      PA00010
      PA50100
      PA50102
      PA50103
      PA50105

    • Lockbox tables

      paActvty
      palbCash
      palbdtl
      palbInvc
      palbmstr
      palbrdty
      palbsetp

  4. If you want to remove the Templates in Project accounting, then run delete statements on the following tables:

    PA41301
    PA41304
    PA41401
    PA41409

  5. Make another backup of the database and then run PA Reconcile to clear the summary figures in the tables. To do this, follow these steps:

    1. On the Microsoft Dynamics GP menu, select Tools, select Utilities, select Project, and then select PA Reconcile.
    2. Run PA Reconcile for all of the options listed on under Reconcile Totals by selecting the appropriate options.
    3. Select OK
  6. Run PA Reconcile Periodic to clear the periodic records in the PA01304, PA01221, PA01121, and PA00511 tables. To do this, follow these steps:

    1. On the Microsoft Dynamics GP menu, select Tools, select Utilities, select Project, and then select PA Reconcile Periodic.
    2. Select to include all customers.
    3. Select OK
  7. Run PA Check Links to clear the files. To do this, follow these steps:

    1. On the Microsoft Dynamics GP menu, select Maintenance, and then select PA Check Links.
    2. Select All to add all of the Logical Tables.
    3. Select OK