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SO invoice date is default at the point of invoice. After the invoices are posted, is there a way to edit the invoice dates without having to reverse so many sales orders?

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Posted on by lmai

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Hi All,

When a Sales order is invoiced, D365 would populate the invoice date automatically. It will pick up the date you invoice as the invoice date. Since the actual invoice date is another dates, not the date the system defaulted, is there a way to populate the correct invoice dates by writing a code or using a template. Export these SO invoices, edit the invoice dates and populate it back into D365? I don't want to have reverse so many SO. Then invoice them as negative, then push in another batch of Sales orders. It is so much work. Is there any work around for editing invoice date? If so, what is the disadvantage/future consequences for doing that? For our SOs, we don't do pick/pack. Just SO confirmation then go straight to SO invoice. So, I don't see any issue? Does anyone have any advice for me to edit the invoice dates? Thanks so much!

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Syed Sahabuddin 2 on at

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SO invoice date is default at the point of invoice. After the invoices are posted, is there a way to edit the invoice dates without having to reverse so many sales orders?

Solution:
1. Go to Accounts Receivable module.
2. Open the Setup.
3. Go to the settlement tab.
4. Select this option and click enabled.

Go to Customer Transactions

Thanks
Syed Sahabuddin

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SouravDam 11,730 on at

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RE: SO invoice date is default at the point of invoice. After the invoices are posted, is there a way to edit the invoice dates without having to reverse so many sales orders?

Hi Kim J,

Hope the issue is solved by now.

Appreciate if you kindly mark this thread if answered.

Regards,
Sourav

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lmai 2,438 on at

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RE: SO invoice date is default at the point of invoice. After the invoices are posted, is there a way to edit the invoice dates without having to reverse so many sales orders?

Thanks, Sourav, for taking the time to share your knowledge. I appreciated.

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lmai 2,438 on at

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RE: SO invoice date is default at the point of invoice. After the invoices are posted, is there a way to edit the invoice dates without having to reverse so many sales orders?

Thank, Andre', for your feedback.

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SouravDam 11,730 on at

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RE: SO invoice date is default at the point of invoice. After the invoices are posted, is there a way to edit the invoice dates without having to reverse so many sales orders?

Hi Kim Johnson,

System will not allow to update in posted document.

Also this is not recommended try to update anything from backend because of below reasons.

- When a transaction is posted; it records in backend Table with a date and time stamp.

- When date and time stamp is updated in Table, you officially acknowledge the accounting impact in your books of accounts for future audit purpose.

- When a transaction is recorded in backend Table, it not only updates your journal but a lot other areas in the system impacts. The main and subledger accounts, the interim accounts, posting types, posting layers, number sequences and so on..

Steps to follow:-

1. Reverse the posted SO invoice if you want to update the actual invoice date. Make sure you reverse the posted product receipt also in case of stocked items.

2. Create new SO with same detail.

3. Now at the time of posting the invoice, you can personalize and add this column "Date of update (Invoice date)" in the Posing invoice form, if by default this is not available here.

4. Once done, then select the SO invoice posting date. Here I have selected 20/01/2023.

And post the invoice.

5. Now check in voucher. You will find the SO invoice date (which is the actual invoice date you wanted to post in) you posted.

Regards,
Sourav

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André Arnaud de Cal... 298,740 Super User 2025 Season 2 on at

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RE: SO invoice date is default at the point of invoice. After the invoices are posted, is there a way to edit the invoice dates without having to reverse so many sales orders?

Hi Kim,

There is no option to change the invoice date after posting. This is not allowed by accounting rules. What is the exact cause that you need to reverse too many orders?

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