web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Adjust posting date au...
Finance | Project Operations, Human Resources, ...
Suggested answer

Adjust posting date automatically during invoice posting.

(0) ShareShare
ReportReport
Posted on by D365AndyHunter 19

This new feature is available in release 10.0.23

Sometimes, a vendor invoice can be in a pending status for some time, even extending beyond the closing date for the period. When you’re ready to post the invoice after the period has closed, you won’t be able to use the original posting date. As a result, an Accounts payable clerk must change all the posting dates on “unapproved” invoices to the new period (next month). This parameter lets the system change the posting date automatically, based on your business needs. As a result, the due date, cash discount date and exchange rate of the invoice can be adjusted accordingly.

However when i have enabled this in feature management and then tested this on pending invoices i have found that it is actually updating the Invoice date and not the posting date

The parameter was set to 'Change posting date to first day of new period when posting date period is closed or on hold'

Has anybody else found the same issue?

pastedimage1641458932506v2.png

pastedimage1641459088141v3.png

I have the same question (0)
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,619 Super User 2025 Season 2 on at
    RE: Adjust posting date automatically during invoice posting.

    This feature seems to be specifically for Vendor invoices and not A/P Invoice journals.  Was your testing done with Vendor invoices?

    Did you try the other Parameter 'Change posting date to system date when posting date period is closed or on hold'?

  • D365AndyHunter Profile Picture
    D365AndyHunter 19 on at
    RE: Adjust posting date automatically during invoice posting.

    This was with vendor invoices as above

    Same issue with parameter set as 'Change posting date to system date when posting date period is closed or on hold'

  • Suggested answer
    Sheikh Sohail Profile Picture
    Sheikh Sohail 6,125 on at
    RE: Adjust posting date automatically during invoice posting.

    Hi D365AndyHunter

    In order to achieve this requirement, you need to make little customization.

    There is a delegate "runInternalPrePostJournalDelegate" in class "LedgerJournalCheckPost", You can subscribe to the delegate and write your business logic as your requirement.

    But please make sure that your customization does not hurt the different processes.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,619 Super User 2025 Season 2 on at
    RE: Adjust posting date automatically during invoice posting.

    Just curious - why would a customization be necessary for a standard feature?  Is there some guidance from Microsoft on this?  Thaks

  • Suggested answer
    Beth Zapadka Profile Picture
    Beth Zapadka 190 on at
    RE: Adjust posting date automatically during invoice posting.

    I also question why a customization would be necessary for a standard feature.  My testing in version 10.0.23 produced expected results with the parameter set to “Change posting date to first day of new period when posting date period is closed or on hold”:  posting date was adjusted to the first day of the new period but the document date and due date remained unchanged.  However, per the MS Vendor Invoice Dates document, all dates would be updated if they were blank. Perhaps that’s the issue? Here is the document: docs.microsoft.com/.../vendor-invoice-dates.

    Please also note that my company opted not to activate this feature as it doesn’t work with our high volume of EDI vendor invoices that sit in Pending until the corresponding receiving comes in. Main issue is that it doesn’t update pending invoices that cross a fiscal year. Error message: "The fiscal year has changed. Please check and reenter the posting date." The other issue is that the functionality works based on the Period Status instead of subledger module status. We always close the subledger module on the last day of the month but keep the ledger Period Status open for a few more days so this functionality would not allow us to have a clean vendor subledger period cut-off.

    Our current customization (that we were hoping to retire) is a job that is executed at the time of vendor subledger period close that ‘sweeps’ all unposted vendor invoices to the first day of the new period. (This copies the standard functionality of the Oracle ERP, where this sweep is automatically done as part of the A/P month-end close.)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 2,100

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 890 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 633 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans