Autofill Document date based on the posting date in AP Invoice Journal

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Posted on by BanuReddy

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Hi all,

Account payable invoice journal : AP-> Journals -> Invoice journal.

For example: Here the posting date is 1/16/2020, can we auto-populate 1/16/2020 as the document date?

Is there any setup that can be done in ax to autofill the document date based on the posting date?

Thanks in advance.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

There is no autofill functionality available.

Why do you want to have this autofill function?

To me it does not make much sense.

Can't you simply leave the document date blank rather than duplicating an information that is tracked in another field?

Best regards,

Ludwig

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BanuReddy 287 on at

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Thanks, Ludwing for your response.

If I leave the document date field empty, I am receiving an error to fill the document date. Since in AP parameter for document date Error option has been set up as shown below.

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Satish Panwar 14,671 Moderator on at

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Hi BanuReddy,

The question would be why it's setup to 'Error' in first place? Set to None and you should be good. If you want to set it to Error, then don't use default mechanism as that's defeats the purpose of setting up the parameter.

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Ludwig Reinhard Microsoft Employee on at

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Hi BanuReddy,

As Satish mentioned, do you know why the parameter was set up this way?

Do you have a legal requirement (accounting/tax regulation) that necessitates a document date?

If this is not the case, then you can set the parameter differently in my opinion.

Best regards,

Ludwig

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BanuReddy 287 on at

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Hi Ludwig & Satish,

Thanks for your response. I am not aware why they have set up the paramter as error. But there should be a valid response for setting up the document date as error.

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Ludwig Reinhard Microsoft Employee on at

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Hi, Can you discuss and clarify this parameter setting with your accounting team? Best regards, Ludwig

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