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Post an invoice when fiscal period is on hold

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Posted on by techAx

Hello

I am having issues when posting an invoice (which is ISV table) when the fiscal calendar period is set ON HOLD.

It says Fiscal period for 'date ...' is not open.

I want it to find next open fiscal period.

And it is ok when the period is not open but it is in present or future , it only makes problems when the period is in past.

Example: invoice date is in October 2022 and that fiscal period is on hold

I try to post it today (january 2023) and get errors

but in case when invoice date is in April 2023 and that period is ALSO on hold, it doesnt have troubles finding next open period and post it there.

Any thoughts?

Thank you in advance

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Ramit Paul 22,797 Most Valuable Professional on at

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RE: Post an invoice when fiscal period is on hold

Hi,

Couple of questions as follows

Is this the Invoice register and Invoice approval process you are following?

Did you test in a vanilla env where there is no ISV solution added? is it same for standard D365 solution?

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BillurSamdancioglu 19,280 Most Valuable Professional on at

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RE: Post an invoice when fiscal period is on hold

Hi,

Please check if parameter below could help.

Parameter for automatically adjusting the vendor invoice posting date

Follow these steps to automatically adjust the posting date for vendor invoices.

Go to Account payable > Setup > Account payable parameters.

On the Ledger and sales tax tab, in the Adjust posting date automatically field, select one of the following values:

No change – The system doesn't automatically change the posting date during posting. This value is selected by default.

Always change posting date to system date – The posting date is automatically changed to the system date during posting.

Change posting date to system date when posting date period is closed or on hold – The posting date is automatically changed to the system date during posting, but only if the corresponding period of the posting date has a status of Closed or On hold.

Change posting date to first day of new period when posting date period is closed or on hold – The posting date is changed to the first day of the new open period, but only if the corresponding period of the posting date has a status of Closed or On hold.

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techAx 8 on at

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RE: Post an invoice when fiscal period is on hold

Hi,

Thank you for your answers. This is related to customer invoices so this parameter in Accounts payable doesnt work for me unfortunately

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saurabh bharti 15,039 Moderator on at

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RE: Post an invoice when fiscal period is on hold

Hi,

Can you please try this feature?

exploredynamics365.home.blog/.../

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techAx 8 on at

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RE: Post an invoice when fiscal period is on hold

Hi,

I tried and it doesnt work for me cause my invoices are related to cust invoice and not vend invoice

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