Change the date on approved customer payment journal

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Posted on by apillutla

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.

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Ramit Paul 22,797 Most Valuable Professional on at

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Hey,

Can't you change the transaction date manually?

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apillutla 22 on at

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No I couldn't

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Ramit Paul 22,797 Most Valuable Professional on at

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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.

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apillutla 22 on at

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hi Ramit, there is no workflow associated with it. the payment status is approved but i haven't posted it to the customer account.

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Ramit Paul 22,797 Most Valuable Professional on at

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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.

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apillutla 22 on at

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I am not able to edit any of the fields except description

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Sukrut Parab 71,710 Moderator on at

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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.

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apillutla 22 on at

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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 :)

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Hana Xue Microsoft Employee on at

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Hi,
Thanks for your prompt reply and clarification on this, it will help more people on the forum.
Best Regards,
Hana

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