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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

item report that will show posting later date

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Posted on by 124

is there a report that will show where item transactions were posted at a later date or will be posted at a later date other then the item manage tab>transactions in product and information? 

reason is because trying activated cost and I received error then realized I had one item that i was posting the next date etc  

I have the same question (0)
  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Janie,

    What do you mean exactly by saying 'later date'?

    Do you have an example?

    Many thanks,

    Ludwig

  • Jennifer Vallario Profile Picture
    124 on at

    so I tried to activate costing for an item but received a message (standard cost cannot be changed etc) so I changed the date to activate because I had items that were posting at a later date? I want to see if there is a way I can see in the system where I can see which items are posting at a later time or how I would of known that before getting this error?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Janie,

    What is commonly done is resetting the session date before activating new standard cost prices.

    As an example, if you want to activate prices for 01 July 2021 (i.e. in the future) then you set your session date to 1 July, activate the prices and then revert back to today's date to continue working.

    This ensures that you get the prices active at the day you want.

    Best regards,

    Ludwig

  • Jennifer Vallario Profile Picture
    124 on at

    ok that works, But is there a report that will show items posting at a later date?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Janie Ven,

    Are you looking for a report that lists you the active prices and their dates?

    That is something that you can get from the costing version form and the standard reports that can be printed from there.

    If those standard reports are not sufficient for you then you can either try to export the data to excel or ask a developer to create a new report for you.

    Best regards,

    Ludwig

  • LJ123 Profile Picture
    10 on at

    Janie,  I am not sure about a report, but the Inventory Management, Inquiries, Transactions, Transaction form can be filtered by > today's date.  There are both Physical and Financial dates, so you would choose the one you need. That should show any inventory transaction posted with a date in the future.  If you need GL transactions, which it doesn't sound like you do, you would need to look somewhere in General Ledger.

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