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Change the date on approved customer payment journal

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Posted on by 22
Hello, 
 
How do i change the date on an approved bankcard transaction in the customer payment journal?  this was a refund that was processed via the /reverse cc payment/ on the customer account, which automatically picked the original payment date to reverse. However, original payment date is in a closed fiscal period.
 
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Change the date on approved customer payment journal
    Hi,
    Thanks for your prompt reply and clarification on this, it will help more people on the forum.
    Best Regards,
    Hana

     
  • Verified answer
    apillutla Profile Picture
    apillutla 22 on at
    Change the date on approved customer payment journal
    Sorry! i was able to change the payment status after all, changed the date and status automatically switched to approved again! thank you so much for all the help :)
  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,673 Moderator on at
    Change the date on approved customer payment journal
    If there is no workflow associated with it, maybe you need to check if you are part of approval group if it is defined on the journal name. 
  • apillutla Profile Picture
    apillutla 22 on at
    Change the date on approved customer payment journal
    I am not able to edit any of the fields except description
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,313 Most Valuable Professional on at
    Change the date on approved customer payment journal
    Hi,
     
    Can you change back the payment status to "None" and check if you can change the date and then again chain back to approved.
  • apillutla Profile Picture
    apillutla 22 on at
    Change the date on approved customer payment journal
    hi Ramit, there is no workflow associated with it. the payment status is approved but i haven't posted it to the customer account. 
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,313 Most Valuable Professional on at
    Change the date on approved customer payment journal
    Can you check if you have workflow assosiated to it? ideally the date is locked either when the payment status is changed to sent, or in review of Workflow or some customization involved in it.
     
  • apillutla Profile Picture
    apillutla 22 on at
    Change the date on approved customer payment journal
    No I couldn't
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,313 Most Valuable Professional on at
    Change the date on approved customer payment journal
    Hey,
     
    Can't you change the transaction date manually?
     

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