Suggestion to validate Document Date in A/P Entry (and other windows)

(0) Share

Report

Posted on by Community Member

We had a client that entered a credit memo in the year 8021 in the document date field. The system did not complain because the posting date is by batch and so the posting date is set to year 2013 and the transaction posted fine.

Later the client created a check batch and chose to automatically apply credit memo because she wants to print a remittance for that vendor. She got a weird error message. The problem she is encountering is documented in this KB article: support.microsoft.com/.../855322

By the time I had a chance to help her out, restoring the backup was not an option and I had to spend over 2 hours trying to fix the data and make everything post correctly because there are other transactions in the batch that posted and others are still stuck in that batch.

Anyways, the client and I think that it would be great if the document date also validates against the fiscal periods table to make sure the year is setup in there. Can you please add that as a suggestion please? Thanks!

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (2)

Suggested answer

Community Member on at

Like (0)

Report

RE: Suggestion to validate Document Date in A/P Entry (and other windows)

Jackson,

This is what you need to do, and it is written by none other than David Musgrave.

blogs.msdn.com/.../preventing-backdated-transactions-using-visual-basic.aspx

In this article David explains how to prevent back dating in sales entry transaction, all you need to do is apply the same principle for Payables transactions.

Cheers!

Sanjay

Was this reply helpful? Yes No
Verified answer

L Vail 65,271 on at

Like (0)

Report

RE: Suggestion to validate Document Date in A/P Entry (and other windows)

Hi,

you need to mark the option to verily the document date in the pstl tools

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Suggestion to validate Document Date in A/P Entry (and other windows)

Leslie,

Interesting, how is it done ?

Thank you

Sanjay

Was this reply helpful? Yes No
Suggested answer

Mahmoud Saadi 32,738 on at

Like (0)

Report

RE: Suggestion to validate Document Date in A/P Entry (and other windows)

I would suggest considering the Professional Service Toll Library tool, it is the precis solution for preventing backdated transactions within periods that are not setup !

PSTL Tool, Add control for posting dates

Was this reply helpful? Yes No
Verified answer

L Vail 65,271 on at

Like (0)

Report

RE: Suggestion to validate Document Date in A/P Entry (and other windows)

before gp 2010, the doc date verify tool was a separate tweak you needed to download. I think it's called 'Doc Date Verify'. It's available on PartnerSource. If you can't find it, let me know what version you have and I can e-mail it to you later today. Of course, I'll need your e-mail address. Mine is leslievail@earthhhhlink.net

Kind regards

Leslie

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Suggestion to validate Document Date in A/P Entry (and other windows)

I should have paid attention when I read your blog blue moon ago

dynamicsconfessions.blogspot.com/.../tools-available-from-professional.html.

Leslie, my email address is sanjaykumar.rajarao@live.com

Thanks

Sanjay

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Suggestion to validate Document Date in A/P Entry (and other windows)

Thank you!

Sanjay

Was this reply helpful? Yes No