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I understand from this previous post...
https://community.dynamics.com/nav/f/34/t/143963
that if I change the item posting groups that only future posted transactions will be reflected.
What happens where I have a sales order that is posted prior to the posting group change, and then pull that order into an invoice. Will the previous posting groups be reflected in the posted transaction or will the updated posting groups be reflected.
Also is there an instruction set to accomplish this through xml that anyone can direct me to?
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The quick answer to this is that the Sales Invoice copies from the Sales Order, and the Sales Order has already taken a snapshot of the Item card. When you change the Item card it will only affect new Sales Orders and their derivative Sales Invoices.
If sales order is open then you can delete that line and enter again.
Or
Try to validate the item no and check the posting group
Hi,
There is a function called VAT rate change tool, which is used to change a specific VAT product posting group and Gen. Product posting group for a group of master data. With this function you can change the two posting groups for a group of filtered items, g/l accounts and resources, as well as documents that are not posted but registered with the item such as sales orders, purchase orders or journal lines etc.
Check the link below.
IF you changing the posting group then it will change for new transactions which are going to post and it will not change the past transactions which already posted.
You need to think over it before changing as it will hamper your business processes.
Hey Addision,
As Alexander suggested when you choose Type Item and selects item No then it automatically gets copied from the Item card. Actually all needed information gets copied from the Item card but you have the flexibility to change it over there before Posting, but once you Posted then you cant do anything.
Ideally it's not good to play with the Posting Groups in between your Business and changing your GL accounts. Check this link
http://forum.mibuso.com/discussion/15128/changing-the-table-g-l-entries-g-l-account-no
https://dynamicsuser.net/nav/f/users/47318/editting-chart-of-accounts
Posting groups are set on the item card, and when you select the item in the Sales Order lines, they are copied from the item card to the lines of the Sales Order. You can manually change the posting groups in the Sales Order Lines and post the Sales Order using them. So, if you will make changes to the item card after it has been selected in the Sales Order, there will be no changes in the Sales Order lines and posting the invoice would result in the posting using old posting groups.
This is generally same for all the other information: for shipping addresses, customer names, etc. The logic if that if it has been already selected in the Sales Invoice, the changes to the cards would not affect what has been already populated to the Sales Invoice.
In order to have it posted to the new item groups, you need either to re-select the items (which might be not possible already in your example), or manually change the posting groups to new ones in the Sales Order lines.
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