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Can I change a batch posting date after it is posted?

Posted on by 245

I posted a batch and then i realized i had the wrong posting date... is there a way to change the posting date of the batch even after it has posted???voiding out all the transactions in this batch is not an option since there are a lot of transactions...

  • Suggested answer
    L Vail Profile Picture
    L Vail 65,269 on at
    RE: Can I change a batch posting date after it is posted?

    I posted a blog article here regarding the payables posting dates mentioned above. If it is a payables transaction you've posted and now you want to pay it, I think the easiest window to navigate is the Edit Check Batch window. It will list the vendors to whom you owe money, when you click on a vendor, the right side of the window will fill with the outstanding invoices. You can check off the ones you want to pay and print the checks right from that window.

    Kind regards,

    Leslie

  • L Vail Profile Picture
    L Vail 65,269 on at
    RE: Can I change a batch posting date after it is posted?

    There isn't an approved way of changing your posting date from the 'back end'.  Define 'a lot' please, you could possibly use a mail-merge developed macro to void the transactions properly. Some transactions will impact many other modules and it isn't as easy to change. If it's a GL entry, it's pretty straightforward, if it's inventory, payroll, manufacturing or job cost, it could be a nightmare.  You would need an in-depth understanding of your data-model and how the transactions flow through the different sections. You can import the transactions back in easily enough if you have an integration product. Take a look at some of those tables and see how many 'dates' are in the tables. For example, the PM20000 table contains ten date fields. The PM30200 table includes 11 date fields. The PM 30300 has 6 dates.

    You said it was the wrong 'Posting Date'. The concept of 'Posting Date' is the date the transaction hits the general ledger.  At the sub-ledger level, I believe the date used in the sub-ledger will always be the transaction date regardless of your Posting Date. That being said, which dates are you really wanting to change? Just the GL date, or the date that flows through the sub ledger. Changing the Posting Date in its purest form would just change the GL transaction date.

    We  need a bit more information to give you some good suggestions. Is the RM Document date OK?

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can I change a batch posting date after it is posted?

    Hi Mahmoud,

    Can you please guide me on how to print a cheque for an AP batch that I already posted?

    Thankd and best regards,

    Shreyas

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can I change a batch posting date after it is posted?

    Rm20101 is alone enough?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can I change a batch posting date after it is posted?

    How should i update? is RM20101 enough?

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Can I change a batch posting date after it is posted?

    You can enter a reversing entry in GL to move the transactions from the fiscal period you do not want to the fiscal period you do want.

  • Kpham Profile Picture
    Kpham 15 on at
    RE: Can I change a batch posting date after it is posted?

    Ok, thanks!

  • Suggested answer
    soma Profile Picture
    soma 24,406 on at
    RE: Can I change a batch posting date after it is posted?

    No option available for change the batch posting date after it was posted.

    You can change the posting date in back-end only. But, this not advisable.

    Hope this helps!!!

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,736 on at
    RE: Can I change a batch posting date after it is posted?

    KPHAM

    The batch is a container, when it is posted it disappears from the system

    do you want to correct the transaction date ?

  • Kpham Profile Picture
    Kpham 15 on at
    RE: Can I change a batch posting date after it is posted?

    Ah, I think I'm asking the wrong question. Is there a way to change a batch posting date? In our office, we used the date as the batch ID name. The issue at hand is trying to correct the batch posting date after its posted.

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