How Can restrict the end users from creating the sales invoice in the feature date

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Posted on by Dileep Gopinathan

Hi Team ,

How Can restrict the end users from creating the sales invoice in the feature date?

Thanks

Dileep G

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Dynamics 365 Business Central

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Shauna Langley 899 Moderator on at

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Hi,

I don't believe there is anyway to stop the document from being created with a future date but the users posting dates should be set so that they can only post within a certain financial period e.g. month start and end dates.

If I create a sales invoice and enter the dates as 24/10/24 then I can create the document when I post, Business Central/NAV will check that the user can post in that date. If the dates on my user setup are 01/10/23..31/10/23 then I will get to error to say that I cannot post the transaction.

Hope that helps,

Shauna

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YUN ZHU 99,978 Super User 2026 Season 1 on at

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Hi, if you are referring to the date entered by the user on Sales Invoices, such as Posting Date, Document Date, etc., only customization can be done.

Hope this helps as well.

Thanks.

ZHU

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Kamal Khakhkhar 3,341 on at

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Hii there,

As far as i have knowledge you need to make customization for this requirement.in that you can advice your ISV partner to add event on sales invoice page to make a custom code event for validate to restrict the date > Today.

here i suggest code for event for example, Developer can enhance more as per requirement

[EventSubscriber(ObjectType::Page, Page::"Sales Invoice", 'OnAfterValidateEvent', "Posting Date", false, false)]

local procedure MyProcedure(var Rec: Record "Sales Header"; var xRec: Record "Sales Header")

begin

if rec."Posting Date" > Today then

Error('you are not allow to post future order currently');

end;

Thank you.

Kamal Khakhkhar

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