When a user in our GP 10 system starts a sales order, when they reach the Date window 'Requested Ship Date' field automatically populates with the current date. How can I get it so this behaviour also happens with the 'Invoice Date' field?
*This post is locked for comments
Thanks for all of the replies. LIke I said, I was just asked to see if this was possible. It was in an effort to see if something could be automated in certain sales order processing.
Thanks again.
You can't and shouldn't be able to do this. The document is not an Invoice yet.
You have some options. You could set the system date to be the date that you want to appear in the invoice date field...when you are transferring the orders to invoices. You could transfer to invoice on the same date that the order is entered.
What are you trying to achieve by having the invoice date populated on an order? Is there some report you want to run?
Exactly which date field is populated might be irrelevant for your purposes...once one field on the order uses todays date?
Best regards,
Brad,
The invoice date is populated when the sales order is transferred to an invoice. If that happens on the same date as the order date, then the invoice and the order will have the same date on them. If not, then the invoice date will be based on the date the order is transferred to the invoice, which, from an accounting and audit trail perspective, is correct and preferred. To force the system date into the invoice date field could compromise the integrity of the audit trail.
I'm not entirely certain, its some process we want to automate in certain situations where these date values are the same. Thanks for the quick replies!
[quote user="VictoriaYudin"]Do you mean you want to populate the Invoice Date field on the Sales Date Entry Window? If so, that's populated by the system when you transfer the order to the invoice. [/quote]
Just out of curiosity, why do you want to populate the invoice date at the time or taking the order? What if there is a 3 month lag between entering the order and sending the invoice? If that is what you need, I believe it would require a customization.
You open a sales transaction entry window, start filling out an order. The user gets to the date field, there is a calendar icon and a blue arrow. When you click on the blue arrow there are several date fields (quote date, quote expiration date, order date, invoice date, back order date, etc.) On THIS window Requested Ship Date field is already popuplated with today's date.
What I want to know is it possible, at this point, for the Invoice Date field to ALSO be populated with todays date (current default is '0/0/0000')?
I see nothing in the sales order processing setup windows to accomplish this.
Do you mean you want to populate the Invoice Date field on the Sales Date Entry Window? If so, that's populated by the system when you transfer the order to the invoice. Or do you mean the Date field on the Sales Transaction Entry window? If so, you can set the default for that on the Sales Order Processing Setup window (Tools > Setup > Sales > Sales Order Processing) under Data Entry Defaults for Document Date. Your choices there are Previous Document Date or User Date (which may or may not be the system date, depending on whether your users change their GP user date.)
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (