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

(0) Share

Report

Posted on by Community Member

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?

*This post is locked for comments

All responses (12)

Answers (1)

Community Member on at

Like (0)

Report

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

Leslie,

I realize this is an option, but wanted to identify what was causing the problem since it's not occurring for any other quotes.
Community Member on at

Like (0)

Report

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

Justin,

I was just getting ready to send a note this morning to indicate that changing the Invoice Date on the quote by removing the entry and leaving it as 0/0/0000 resolved the issue. The Invoice now shows the current User Date as the Invoice Date when the quote is transferred.

Thanks to all who took time to reply!
Verified answer

Justin Thorp 2,265 on at

Like (1)

Report

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

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
L Vail 65,271 on at

Like (0)

Report

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

Melissa,

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

Leslie
Community Member on at

Like (0)

Report

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

Babu,

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

Melissa
babubaskaran@outloo... 10 on at

Like (0)

Report

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

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.
Community Member on at

Like (0)

Report

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

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.
Tim W 2,925 on at

Like (0)

Report

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

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.
Community Member on at

Like (0)

Report

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

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.
Community Member on at

Like (0)

Report

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

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