A credit memo incorrectly dated in year 2032 was entered into Great Plains and applied to an invoice. When trying to void it, it says "the void date cannot be before the document date". We have not set up year 2032, is there a way around setting up the year in future to get this problem resolved?
Any help is great appreciated! Thank you!
Thank you Michael. But the future years will show in the drop down list if I pull the account details, maybe that will be the only drawback?
Go to Administration: Setup> Company > Fiscal Periods and setup your 2032 period. Then void the transaction. There is no harm in setting up the fiscal period in the future.
Thank you very much Elena! Really appreciate your kind help!
Step 2: yes... Void Hist Trx. The idea is to completely remove it because it is already damaged.
Step 3: in gp, there are utilities to remove historical transactions. if you don't have access to these utilities or are not familiar, it is best to reach out to your partner. these can't and should not be accessed by someone unfamiliar or untrained in using these tools.
in GL, you will want to just do a correcting entry and note why this was done - for your audit
SL means sub ledger (can be AR or AP or BR.. etc.. i.e., any other modules than GL)
Thank you so much for your reply Elena!
Regarding step 2, was it through "transactions-purchasing-void historical transactions"? And could you please elaborate a bit more on step 3? Which Utility in GP can remove the credit memo? The original credit memo dated 2032 reaches GL, it got posted to October 2021.
"The document date affects the SL" - what's "SL"?
I am sorry for all my questions. Thanks a ton!
The short of it:
1. Update the date to a current open date within your company fiscal period, using SQL
2. Void the document, and
3. Remove the document using a Utility in GP. You need to make sure also that the original document and void document does not reach GL. You need to clean it up just in case it did.
You will not be able to void this document unless you update it in SQL.
But it is strongly recommended you remove this document because it is not only the document date that will have the future date - other dates would have also been affected....
If it got posted to GL, it will be because the Posting Date is within the current fiscal period. The document date affects the SL, and the Posting Date affects GL...
If you are not familiar with using SQL, I would recommend you reach out to your partner.
I hope this helps.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (