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Small and medium business | Business Central, N...
Unanswered

Filter Posting Date so it won't show Closed Accounting Period dates

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Posted on by 35

Hi, I'm creating a new page for General Ledger Entries but I want the posting date to be filtered so it doesn't show the Closed Account Period dates.

What is the best way for doing this?

I have the same question (0)
  • Dallefeld Profile Picture
    211 User Group Leader on at

    Interesting question. I assume that you are displaying several years and want all closing dates filtered out, so I tried <>C* and of course, received an error. If I filter for <>C123119, C123119 entries are not displayed. I found that you have to specifically filter out each closing date <>c123118& >c123119&<>c123120. If you were writing code you could use Accounting Periods and determine the dates to filter out but just on a page, this was the only option that I found for you.

  • Gelatina Profile Picture
    35 on at

    Hi Kim, thank you for your reply.

    I'm currently creating a new page on VSC which is showing the same information than the regular General Ledger page, however I need this page to not show the closed accounting period.

    I know I have to make a validation based on the AccountingPeriod.Closed field but I get a bit confused when it comes to using Accounting Period Table.

    How do you think I can accomplish this?

  • Dallefeld Profile Picture
    211 User Group Leader on at

    Filter for new fiscal year, get that date and subtract one day. For example New Fiscal year starts 1/1/2021, subtract 1 day and you have 12/31/2020 now filter <>C12312020 and continue to build your filter string as shown in prior response for each closing date

  • Gelatina Profile Picture
    35 on at

    Can you show me how can I apply this filter in my code? I've never done this before

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