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I am trying to restrict posting to a specific period to a group of users. The objective being to allow certain users to post transactions to a prior period to finalise month end while the rest of the users can only post to the current period.
In testing this I have not been able to achieve the above.
Below are the steps I followed and the results:-
- Initially I tried the Ledger Calendar set-up this way for a the a single entity: Period Status = Open and Module status for all modules = to a user group called EOM containing 4 users.
- I then entered a vendor invoice journal as a user not in the EOM group when I simulate posting I get the desired result an error telling me that only users in group EOM can post to this period. So far so good
- But I then attempted to enter a vendor invoice journal for the same period restricted to the EOM group but as a user in the group. This time simulating posting does not give an error so again all good this user should be able to post to this period.
- However the next step is to submit the vendor invoice journal to workflow for approval before it can be posted. The approver in the workflow is also in the EOM group they approve the VIJ and it returns to the user that entered it for posting.
- But on review of the invoice prior to posting I noticed that the document dates have been changed to the 1st day of the current period the 1st January 2020. I am know stuck as changing the document date back to the correct December date means re-submitting via workflow which changes the dates back to 1st Jan.
- I tried repeating the same steps but with the December period on hold with the exact same results.
- I have not tried removing the workflow yet but I suspect this will allow the VIJ to be posted in the Dec period because it seems to be the workflow approval process that changes the dates.
Am I doing something wrong or is this as I suspect D365 is not working as intended?
Best regards
Simon
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