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Suggested answer

How to change posting date for an approved transactions when the period is on hold by finance department?

Posted on by 164

Step 1: Posting date = 25/05/2022, the transaction has been approved.

Step 2: Finance user on hold the period for 2022 May.

Result:

1. The transactions could not be posted sine the period 2022 May has been posted by finance user.

2. At the same time, no user could change the posting date from 25/05/2022 to 2022 June, sine the transaction has been approved.

Question:

The user is using GL, AR, AP and FA which also have this issue.

1. For these transactions, how do users change the posting date from 25/05/2022 to other date which period is open?

2. Any report to show all this kind of transactions?

  • Suggested answer
    RE: How to change posting date for an approved transactions when the period is on hold by finance department?

    Hi,

    Did you check the Parameter for automatically adjusting the vendor invoice posting date, below you can find the details and which might help you.

    docs.microsoft.com/.../vendor-invoice-dates

    Thanks,

    Sheela

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,216 Super User on at
    RE: How to change posting date for an approved transactions when the period is on hold by finance department?

    In this case you need to use request change button.

  • Alex VN Profile Picture
    Alex VN 1,987 on at
    RE: How to change posting date for an approved transactions when the period is on hold by finance department?

    Hi,

    May I know if there is any request change button for that type of transaction? Normally I think approved transaction will have function to request change, mean to make it draft/open for edit again.

  • STP Profile Picture
    STP 164 on at
    RE: How to change posting date for an approved transactions when the period is on hold by finance department?

    But the transaction has been approved. The transaction could not be recalled anymore.

  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,216 Super User on at
    RE: How to change posting date for an approved transactions when the period is on hold by finance department?

    Hi,

    I believe you have to recall and re send to workflow. 

    I do not recall any reports that show this kind of information. 

    Just one for pending invoices I believe. 

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