Prevent Users from posting invoices in the future

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I am looking for a way to prevent users from being able to post invoices with dates in the future. For example, posting an invoice in 2028 instead of 2018. However, the doc date verify tool does not work for us because we often have times when we need to post invoices backwards to a previously closed periods. Has anyone ever come up with a work around for this?

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mm123 2,535 on at

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RE: Prevent Users from posting invoices in the future

We have received a similar request from our customer, we are going with a custom solution to address this. If you are interested in learning please drop an email.

samr(at)expsoltech(dot)com

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Richard Wheeler 75,848 Moderator on at

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RE: Prevent Users from posting invoices in the future

When you say you do not want future dates do mean the SOP document date or the posting date. I would think a little VBA code could stop that or you could look into any of the automatic posting add-ons like BatchMaster or Mekorma's solution.

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Community Member on at

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RE: Prevent Users from posting invoices in the future

This is actually an ap invoice not SOP.

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RE: Prevent Users from posting invoices in the future

At our company we use the fiscal periods setup screen to prevent AP invoices from posting with wildly wrong dates. We tag future and past posting periods as closed for the Purchasing series and only leave current periods open for posting.

Keith McConnell

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kmalone43 894 on at

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RE: Prevent Users from posting invoices in the future

Agreed. Opening and closing fiscal periods as well as utilizing the doc date verify tool in PSTL should do the trick for you.

With the doc date verify tool in PSTL, it just prompts you if you put a doc date in a future period and then you can override the prompt. Does the tool actually stop you altogether if you try to post in a historical period?

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Community Member on at

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RE: Prevent Users from posting invoices in the future

We do as well, however the user can by pass the message and still enter a future date... With the amount of transactions ap is entering on a daily basis, this happens a lot without the user even realizing they by passed the message.

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Community Member on at

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RE: Prevent Users from posting invoices in the future

The users can by pass the message and still enter with the fiscal periods closed. The PSTL will not allow you to enter anything that is not within the open period... So this does not work because we need to be able to enter in previous months. I just need to prevent the ability of entering in the future.

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Community Member on at

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RE: Prevent Users from posting invoices in the future

Dear Gents; You can allow the Users to raise the invoice ONLY with CURRENT DATE (today) by disabling the Edit option for the particular user /users.

As a special need to post the backdated or future dated invoices , you can allow the Administrator/SA user to raise /edit the invoice date.

Hope this will assist you as well.

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Community Member on at

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RE: Prevent Users from posting invoices in the future

By Disabling the DATE edit option

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Jen Kuntz 3,220 on at

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RE: Prevent Users from posting invoices in the future

I'm curious what you mean by "PSTL will not allow you to enter anything not within the open period"?

Doc Date Verify merely ensures that the date is within a valid fiscal period - prior or future. It has nothing to do with closed period controls. Any messages preventing a user from entering a posting date from a closed period are out-of-the-box GP functionality without PSTL.

Jen

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