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Changing Posting Date to Work Date during posting
sunnyk
Member Posts: 280
hello all,
Is there any setting that can overwrite the posting date to Work date at the time of posting sales invoice?
issue is when sales order is shipped,(setting on sales & receivables for Default posting Date is 'No Date'), user enter the posting date but if finance user post the invoice for that Order and forget to update the posting date, it is posted with the shipment date which is actually few days back when the invoice is posted. any other idea to overcome this or only solution is to update the posting date to work date using code?
Is there any setting that can overwrite the posting date to Work date at the time of posting sales invoice?
issue is when sales order is shipped,(setting on sales & receivables for Default posting Date is 'No Date'), user enter the posting date but if finance user post the invoice for that Order and forget to update the posting date, it is posted with the shipment date which is actually few days back when the invoice is posted. any other idea to overcome this or only solution is to update the posting date to work date using code?
0
Answers
Yes.
The two easiest options you have already touched on.
1. Have the user enter the date as TODAY (T) when posting the document.
2. Have your programmer make it programmatically fill in the posting date as today (workdate)
best of luck
-MQuinly
Personally I'm not in favor of automatically changing the posting date behind the scenes. There is a reason why the Posting Date is editable. You have to assume that the user knows what they are doing, and that the transactional data is correctly entered
I would think more along the lines of adding a check at the start of the posting process that compares the Posting Date on the transaction to "Today" and/or "WorkDate", message the user when they are different, and give the user a choice to continue posting
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