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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automatic Update of Po...
Finance | Project Operations, Human Resources, ...
Suggested answer

Automatic Update of Posting date in AP documents

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Posted on by Community Member

Currently when entering invoices into AX the posting date is automatically set to the date the invoice is entered into the system.

Many of our invoices require some level of approval and therefore if they are entered on the last few days of the month they are not actually posted the the ledger accounts in the same month that they are entered. This causes a whole host of inefficiencies when it comes to posting invoices that came in later in the month or items that may have taken a bit longer to approve.

Is there any way to setup AX in a way that the posting date is automatically updated to the date that the entry is actually completed an posted in the ledger via Pending Vendor Invoices in lieu of having to manually update these items to ensure they do not error out due to the prior period being closed?

Thanks

Ashley

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Automatic Update of Posting date in AP documents

    Hello Ashley,

    You can ask your tech colleagues to look at the 'automatically set accounting date to open ledger period' parameter that can be found in project management / parameters / Journals tab.

    This parameter and its related functionalities seem to come very close to what you ask for.

    Yet, it applies to project related transactions only and your tech colleagues would have to check and modify it for your pending vendor invoices.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at
    RE: Automatic Update of Posting date in AP documents

    Thank you Ludwig,

    Do you have any suggestions on where I might look or might be able to suggest to my development team to look? I am not the most familiar with DAX. I have spend the bulk of my working years spend using SAP where the system had three dates for an entry - Document or invoice date, entered into the system date  and Posting date, posting date always defaulted to date the entry was completed vs the date that it was entered.

    As the Pending Vendor Invoice is in the Accounts Payable Module and Accounts Payable is an accounting function, I would have expected it to function the same way as other accounting form.

    Thanks again.

    Ashley

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Automatic Update of Posting date in AP documents

    Hello Ashley,

    For the pending vendor invoice form there is no parameter or automatic setup that would allow doing that.

    You can build that by making a system modification.

    To get some ideas, how this can be done, have a look at the project management and accounting module, which has such a functionality build in.

    Best regards,

    Ludwig

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