Locking Periods

PeterC

We want to lock invoicing & GL transactions after a certain date, but allow users with privileges to still receive & ship goods back past that date. Posting Date security applies to all transactions not just GL. What is the best way to maintain ability to move goods but lock GL transactions after a certain date?

Dave_Cox

As the Item Ledger is Independent form the G/L it should not be to hard to do.

One way would be to change the posting CodeUnits 80 & 90 to use the "Shipment Date" & "Expected Receipt Date" in the ItemJnlPostLine function instead of the "Posting Tax Point Date", then change the code in Codeunit 21 to add a tolerance to the Allow Posting From and to to allow for the Date Differences.

Note: You could Add 2 fields to General Ledger setup & User setup "Allow Inventory Posting from" & "Allow Inventory Posting to" then use these to control the postings for users in codeunit 21 instead of "Allow Posting From" & "Allow Posting To".

I can't think of any other problems only the Navigate form will have to be changed to work on "Document No." only to show these entries, as it currently uses a filter for Date as well.

This would then give your Stock Movements in the correct dates.

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MindSource (UK) Limited
Navision Service Partner

david@mindsource.co.uk
info@mindsource.co.uk

[This message has been edited by Dave Cox (edited 22-02-2001).]