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How to control backdate & future transaction in AX.

Microsoft Dynamics AX Forum

AnilKr asked a question on 15 Sep 2018 12:46 AM

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Hello Everyone,

Please suggest how to put control on date selection. can we put some restriction on backdate & future date selection in AX.

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AnilKr responded on 15 Sep 2018 1:08 AM

Please suggest

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Brandon Wiese responded on 15 Sep 2018 1:09 AM
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One easy solution is simply to put all past and future fiscal periods On hold, leaving only the current fiscal period available for ledger posting.

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In addition, running regular inventory closes prevents users from backdating transactions even if your accountants (temporary) open historic periods.

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AnilKr responded on 15 Sep 2018 1:12 AM

but how to block future date & back date in current month

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Hi AnilKr,

You can't but why would you prevent users posting an invoice let's say with a date 2nd September?

Your vendors migh simply have send the invoice document late.

What speaks against posting that invoice today with a transaction / posting date 2nd September?

Best regards,

Ludwig

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Brandon Wiese responded on 15 Sep 2018 1:09 AM
My Badges
Suggested Answer

One easy solution is simply to put all past and future fiscal periods On hold, leaving only the current fiscal period available for ledger posting.

Reply
Suggested Answer

In addition, running regular inventory closes prevents users from backdating transactions even if your accountants (temporary) open historic periods.

Reply

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