SOP Setup shows Document Date: User Date but Invoice from a single quote defaults to a date earlier than the user date

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A single quote in the system does not update the Date when transferred to Invoice, though the SOP setup is marked to have Default Document Date: User Date.

I tried changing that setting to Previous Doc Date and then back again to User Date in hopes that it would trigger an update in the database, and tested it with another quote entirely but that worked as it should, assigning the User Date as the invoice date when the quote was transferred to invoice.

Any ideas as to how to resolve this to improve the user experience and bring it in line with the standard process that all other users are following where they don't have to change that document date once the invoice is created?

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Tim W 2,925 on at

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The SOP date setup controls the date as displayed on an empty SOP Entry window. Theory being you are about to enter a new record and what date do you have as the default for the next record. The date, the type fields and the batch ID persist from prior record though you control the date. It's easy to test this.

Display a record (any SOP document) and save it. If you are set to prior doc date the date displayed on the empty window will be the same document date of the last record, if you are set to user date it will update the date to match the user date. That's all that field controls, it would not effect the transfer process.

My experience is when you transfer and create a new document that new document will have the user date as it's document date regardless of the date you transferred the document from. As a disclaimer I haven't transferred a quote to anything since Financials class many years ago but I'm relatively sure it works the same.

In reading your comment I'm not exactly sure where you see the inconsistency so let me know if there is something else I'm missing

Best

Tim

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L Vail 65,271 on at

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Melissa,

My test turned out just as Tim's, and he's 100% on how the SOP date works in setup. My question is this: Do you only have one quote that is acting in this manner?

Kind regards,

Leslie

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Tim,

We see the inconsistency in one quote only, where the user transfers to Invoice and the date defaults to an entirely different date than what is on the quote and not the user date, either.

I tested this on the quote that was reported at issue by the user, and got the same result. I also tested on two other quotes and the system performed as it should, defaulting to User Date per SOP Setup configuration.

I'm just not sure if there's a way to resolve this issue via the interface since changing the Setup configuration to Previous Doc Date, saving it, and then changing it back to User Date and saving the change didn't seem to make any difference.

Melissa

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Hello, Leslie:

I am only seeing this issue on one quote at this time. I tested on two other quotes and had them perform as expected, defaulting to User Date on the Invoice when transferred.

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Tim W 2,925 on at

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I see, that is interesting. I'm assuming that this is a machine independent situation in that its same behavior on any machine for this particular Quote.

Once, a million years ago, we had a slightly similar situation we traced to the default format of the date display on the machine (somewhere deep in windows setup) which was some euro setup such that the user date would read 02/06/2015 but store as 06/02/2015 in the tables.

If I was asked to troubleshoot this my likely next step would be to run a script log on the transfer process just to see if there is another product running some logic against this for whatever reason.

At my current locale we have a customized date transfer logic as the user date does not work for us so I think that's why it surprises me you have something different happening as the date on transfer logic in GP is primitive.

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Community Member on at

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You are correct, it is not dependent on the machine; we experience the same issue from one user to the next on different computers. We run in a Citrix environment, with two Citrix servers designated for this application.

Thank you for your feedback.

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babubaskaran@outloo... 12 on at

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Hi,

Are you saying the document date of the setup either user date or previous document date both don't work when you transfer to invoice.

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Community Member on at

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Babu,

The setup works as User Date for all other tests, but for this one quote it is not working.

Melissa

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L Vail 65,271 on at

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Melissa,

Why not create a new quote and just copy the old quote?

Leslie

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Justin Thorp 2,265 on at

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Have you checked if there is an "Invoice Date" in the "Sales Date Entry" for the quote?

(Pull up the quote, then hit the arrow button next to Date field".

Similarly you could check the SOP10100 for this record and see if this specific date is in any of the columns.

Thanks,

Justin

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