Applies to Product - Dynamics 365 Business Central
What’s happening?
Experiencing an issue with invoicing for a year due to a discrepancy in the start date on the purchase order (PO). The start date is set for a closed period, and the deferral on the PO and sales order (SO) is preventing changes to the start date.
Reason:
The underlying cause of this is the closed period for the purchase order, which does not allow for posting any further entries. The deferral settings on the PO and SO are preventing the adjustment of the start date.
Resolution:
- Adjust the Deferral Schedule: Modify the deferral schedule on the PO and SO to reflect the correct start date. This may involve creating a new deferral schedule that starts in the desired month and adjusting the entries accordingly.
- Create a New PO and SO: If reopening the period or adjusting the deferral schedule is not feasible, consider creating new purchase and sales orders with the correct start date. This ensures that the invoicing aligns with the desired period without affecting the closed period.
- If these steps do not resolve the issue, provide detailed screenshots or a reproduction scenario to replicate the issue for further investigation.