Hello,
Short answer, no there is no such functionality. However, you wont be lost alone in the forum 😊
Let me explain how we handle this situation. We most likely have different business cases, however, providing some ideas may help.
1:
The way we manage this, is to set the period status "On hold" and select a user group. There are a handful of users assigned to this user group, as they are the only ones who are allowed to post journals. Yes, they can select any date, however, they are well trained and aware of the business case.
This also doesnt cover 100% in our business case, however, you work with what you have.
2:
If you are working with journals, you could activate a workflow to double check for incorrect dates. Its not my favorite, but I wanted to list what we have.
3:
I love this function. Unfortunately, the parameter doesnt exist for all journals, however, if that works, I would extend the functionality. With a parameter implemented, you can always switch between custom code and standard.
Nevertheless, what the parameter does, is during posting, if the period you post in (Period status in ledger calendar is set to "On hold"), it post on the 1st day of the next open period, project date staying the same. This functionality is also available for expense journals.
The overall idea of 3 is, that if you want to separate project date and ledger date, then you can do this with this parameter. There is no parameter for the general ledger f.e., because you can define an accounting date, so if the period is closed (=on hold), you receive an error and then you select the next open period.
So, I would start with 1. If you have already, then it would be interesting why it doesnt work for you.
Kind regards, Adis
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