Automatically Change Posting Dates in General Ledger Setup

gadzilla1

Hello all,

I was wondering if it was possible to change the field values of Allow Posting From and Allow Posting To to the date of the following business day automatically at 11pm every evening.

Currently we are manually changing this date in those fields every evening in the General Ledger Setup form.

If anyone has any ideas they would be greatly appreciated.

Thank you and have a great day. gad1

Savatage

FYI
we change our date range monthly ie.7/1/2008 to 7/31/2008

you run a tight ship over there.
The simple code of
if "Posting Date" <> WORKDATE then "Posting Date" := Workdate;

on most of our posting fields. We have noticed a dramatic descrease (if any) posting date errors.

gadzilla1

Thanks Harry!

One clarification please...where do I insert that line of code. I'm looking forward to putting this in place and testing.

Have a great day - gad1

Alex_Chow

gadzilla1 wrote:

Hello all,

I was wondering if it was possible to change the field values of Allow Posting From and Allow Posting To to the date of the following business day automatically at 11pm every evening.

Currently we are manually changing this date in those fields every evening in the General Ledger Setup form.

If anyone has any ideas they would be greatly appreciated.

Thank you and have a great day. gad1

You can setup the job scheduler to do so.

Savatage

check this
http://www.mibuso.com/forum/viewtopic.php?t=25021

post 6 - add code to CU1
post 12 - add code to form
Post 13 - create a report & use job scheduler

gadzilla1

Thanks for the reply Alex. We will be purchasing job scheduler sometime in the future...is that what you are referring to?

For the short term I'd like to implement Harry's suggestion in test. Do you happen to know the optimal location to place the code?

Thanks! gad1

Savatage

where do you want it to happen? everywhere? or specific forms like sales & purchase orders? Journals? Did you see the link listed above?

gadzilla1

Thanks for the reply Harry. I did nor see your reference to the link http://www.mibuso.com/forum/viewtopic.php?t=25021
prior to sending my last post.

I'd like to change those dates only from the General Ledger Setup form because that's where it's being manually changed now.

Savatage

well if you add code to CU1 it will be based on whomever logs in last, I would say a specific user but what if that user doesn't come in that day?
so...

Say someone changed there computer date to 3/12/2005 and they are the last one to log in then the date will be changed to that!

I like having a month range and having the field update when I enter the form. This way it's user specific.

If you wanted to go the CU1 route you could
first add a field to GlSetup table called Auto Update Posting Range.
Add it to the gl setup form. CHeck it! you can uncheck it to TURN IT OFF!

Then Add to LogInStart() around the lines
LogInDate := TODAY;
LogInTime := TIME;

//Mod Start
IF (GLSetup."Auto Update Posting Range") AND
   (GLSetup."Allow Posting From" <> TODAY) AND
   (GLSetup."Allow Posting To" <> TODAY)
 THEN BEGIN
   GLSetup."Allow Posting From" := TODAY;
   GLSetup."Allow Posting To" := TODAY;
   GLSetup.MODIFY;
  END;
//mod end

**Caveat emptor!!** - Greg Brady

garak

you can use the Sheduler and NAS for automatic jobs. Search the forum for this or / and read the manuals

Regards

Savatage

gadzilla1 wrote:

We will be purchasing job scheduler sometime in the future

gadzilla1

Thanks Harry - I will try your code example. Much appreciated!

mvdvalk

//Mod Start
IF (GLSetup."Allow Posting From" <> TODAY) AND
(GLSetup."Allow Posting To" <> TODAY)
THEN BEGIN
GLSetup."Allow Posting From" := TODAY;
GLSetup."Allow Posting To" := TODAY;
GLSetup.MODIFY;
END;
//mod end

If I use this code (so without creating and using the extra field in the GLSetup table) in a report, I loose all other settings in the GL Setup table exept the "Allow posting From" and "Allow posting To" values.

Does anyone have an idea why?

Alex_Chow

did you GET the GLSetup table first?

mvdvalk

No, I did not. I used only the code as suggested.
Should this make the difference?

Alex_Chow

mvdvalk wrote:

No, I did not. I used only the code as suggested.
Should this make the difference?

Yes it will. Since GLSetup is blank.

Savatage

that sample code is just a addition to a section that has other coding already there in a CODEUNIT. I assume your REPORT does not have all that coding. The standard codeunit already calls upon the setup table that's why it hasn't been added again.

anyway try this.
add a variable to your report called GLSetup
type= Record
Subtype= General Ledger Setup

add a GLSETUP.GET; to the beginning of the code.

Alex_Chow

Cool... Thanks for spelling it out Harry. Just assumed he knew...

mvdvalk

No, I did not know (I am a she by the way).

Thanks, it works perfectly know.

gadzilla1

Thanks to everyone for the valuable assistance and dialogue.

Unless there are any objections I'll put 'SOLVED' in the title.

Have a great day - Chris

Ps. We're getting Job Scheduler after all!

ayhan06

gadzilla1 wrote:

Thanks to everyone for the valuable assistance and dialogue.

Unless there are any objections I'll put 'SOLVED' in the title.

Have a great day - Chris

Ps. We're getting Job Scheduler after all!

Altough It has been solved by recommendations here, I would like to tell a different approach.

Add two fields in User setup table:Allow Posting From Formula,Allow Posting To Formula.
Add this function In User Setup table.

CalculateAllowedPostingDate()
// 6GENCore1.0 Ayhan Özbay 03.03.2008 Task:80300
IF FORMAT("Allow Posting From Formula") <> '' THEN BEGIN
  "Allow Posting From" := CALCDATE("Allow Posting From Formula",TODAY);
  "Allow FA Posting From" := CALCDATE("Allow Posting From Formula",TODAY);
END;

IF FORMAT("Allow Posting To Formula") <> '' THEN BEGIN
  "Allow Posting To" := CALCDATE("Allow Posting To Formula",TODAY);
  "Allow FA Posting To" := CALCDATE("Allow Posting To Formula",TODAY);
END;

Change codeunits (which check allowed posting dates). here are two example:

cu 11 Gen. Jnl.-Check Line :

DateNotAllowed(PostingDate : Date) : Boolean
IF (AllowPostingFrom = 0D) AND (AllowPostingTo = 0D) THEN BEGIN
  IF USERID <> '' THEN
    IF UserSetup.GET(USERID) THEN BEGIN

      // 6GENCore1.0 Ayhan Özbay 03.03.2008 Task:80300
      UserSetup.CalculateAllowedPostingDate;


      AllowPostingFrom := UserSetup."Allow Posting From";
      AllowPostingTo := UserSetup."Allow Posting To";
    END;
  IF (AllowPostingFrom = 0D) AND (AllowPostingTo = 0D) THEN BEGIN
    GLSetup.GET;
    AllowPostingFrom := GLSetup."Allow Posting From";
    AllowPostingTo := GLSetup."Allow Posting To";
  END;
  IF AllowPostingTo = 0D THEN
    AllowPostingTo := 31129999D;
END;

cu 21 Item Jnl.-Check Line:

  IF (AllowPostingFrom = 0D) AND (AllowPostingTo = 0D) THEN BEGIN
    InvtSetup.GET;
    GLSetup.GET;
    IF USERID <> '' THEN
      IF UserSetup.GET(USERID) THEN BEGIN

        // 6GENCore1.0 Ayhan Özbay 03.03.2008 Task:80300
        UserSetup.CalculateAllowedPostingDate;

        AllowPostingFrom := UserSetup."Allow Posting From";
        AllowPostingTo := UserSetup."Allow Posting To";
      END;
    IF (AllowPostingFrom = 0D) AND (AllowPostingTo = 0D) THEN BEGIN
      AllowPostingFrom := GLSetup."Allow Posting From";
      AllowPostingTo := GLSetup."Allow Posting To";
    END;
    IF AllowPostingTo = 0D THEN
      AllowPostingTo := 31129999D;
  END;

in this way, you needn't job scheduler etc. Allowed posting dates are calculated on the fly by user based calculation formula..

hope this helps.

slmaluwa

In the line of the same question here, has anyone noticed that

Even if we have allowed posting range set in user setup table and current posting date is well within that range, NAV sometime doesn't allow it to post. I have seen this in some occasions where the NAV try to go back and forth in transaction table and tries to adjust the remaining quantities of lines with date beyond the filter set (a erroneous date of invoice in a future date).

I will try to simulate one and try my best post the scenario here soon.

themave

not that you asked, but just a word of warning the user setup table takes priority over the glsetup posting to and from dates. So when I need to accomplish the same thing I did it on the user table, that way you know you only have to do it once. I used the job schedular and a non-printing report to accomplish it.