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Close the period, all the transactions post to that period should post to the 1st of the following month

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Posted on by lmai

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Hi All,

I'm in the process of closing the book for the month. So I put the period on hold or the module on hold.

When the user creates an invoice, the system defaults the date. In this case, 7/21/2022. When the user posts this invoice, instead of rejecting it due to "...the period is on hold...", I want the system to post it on the 1st of the following month and not on the default date, 7/21/2022. Is there a feature in D365 that allow me to do that? Can I tell D365 that, any transaction posted to this date range, post it on 8/1/2022? . Thanks so much!

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BillurSamdancioglu 20,713 Most Valuable Professional on at

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Please check this article

docs.microsoft.com/.../vendor-invoice-dates

Especially part under;

Parameter for automatically adjusting the vendor invoice posting date

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lmai 2,442 on at

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Thanks, Billur, for your response. I don't see it in the D365 AP parameter>Ledger and sales tax tab. Could it be somewhere else?

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Alexio Pfumai 346 on at

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Hi Kim,

You need to enable the feature Adjust posting date automatically during invoice posting under Feature management for the setup to appear on the accounts payable parameters.

For more information check this link :https://exploredynamics365.home.blog/2022/01/31/new-feature-adjust-posting-date-automatically-during-invoice-posting-in-microsoft-dynamics-365-finance-and-operations/

Kind Regards,

Alexio Pfumai

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Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

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Hi Kim,

As it already mentioned, for vendor invoices you can activate "Adjust posting date automatically during invoice posting." feature, then you have additional parametere on Account payable parameteres > Ledger and sales tax > 'Adjust posting date automatically' and 'Adjust invoice posting date to next year’s open period'

More info from Microsoft docs:

docs.microsoft.com/.../vendor-invoice-dates

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