Vendor Performance - Change Receipt Line Dates?

kfons

Occasionally we have a vendor that disputes either the due date on a PO or the Date we received it (we received physical product on a Friday and then received it on Monday and did not put Friday as the posting date, vendor was late due to something we caused ie changes to the priority or a sample run, etc and PO date did not get changed before the receipt.)

Bottom line is we need a way to change the due date/planned delivery/requested delivery date on the Purchase Receipt lines. The problem is these are protected fields in NAV and they cannot be changed in a form and the logic is deep in the core NAV programming so we don't want to touch. Changing the posting date is not a good option either as many times it is just one line out of several on a receipt that needs the due date moved to the posting date so the receipt line is not late.

Has anyone had a similar issue or a work around? We do have options of a processing report to change the date but this would be very cumbersome for the end user. Another option would be a new custom field added to the PO and pushed to the receipt that would be the due date we use for vendor performance reporting in SQL and possibly could edit as needed on the receipt.

Any ideas, suggestions?

Alex_Chow

This is fine.

The expected dates and the planning dates on the Purchase Receipt Lines will not affect any ledger entries. If you're daring enough, you can open these fields as Editable for the users to change.

kfons

The problem is that no matter what is done NAV will not allow you to edit these fields in a form per our Partner. They are protected fields. It doesn't make sense to me why they would be protected but they are and cannot be changed except directly in the table via a processing report which is awkward. Or are you saying you are able to make these fields editable in a form and if so, how are you doing it?

aseigle

Are you saying they are challenging the due date of the invoice? If so, the Due Date field is editable in the Vendor Ledger entry so you could just update it there. If you're actually talking about the receipt, and the receipt was for an item, why not just undo it and post it as of the correct date?

kfons

at times it is the receipt date sometime it's the due date that should change. They cannot be undone if we have used inventory as these cases where they contest the due or delivery date can be 3 months after the actual receipt when they receive a quarterly performance report.

I know there are "technically" correct ways to do things like undo receipt and re-do on the correct date but the reality is this is not user friendly or practical for a buyer adjusting a date 3 months after it was received in.