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ReportEmployee posted a sales transaction in 2019 that has a year of 5012. I can not delete the transaction as it gives me a no fiscal year and will not allow me to void it
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Employee posted a sales transaction in 2019 that has a year of 5012. I can not delete the transaction as it gives me a no fiscal year and will not allow me to void it
Document Date Verify as mentioned by Richard is part of the PSTL (Professional Service Tools Library) that you can install in GP (and all clients must be installed with PSTL in order for this to work).
Here is an excerpt from the PSTL user guide
Using Doc Date Verify
When Doc Date Verify is activated, and a document date is entered, a check will be
performed to determine whether the document date is in a valid fiscal period or if
the fiscal period is closed.
• If the date does not fall within a valid fiscal period, a message will be displayed
and the user will not be allowed to continue until the date is in a valid period.
• If the Document Date falls within a period that is closed, a message will be
displayed that will allow the user to correct the date or continue on leaving the
date.
This functionality is available in the following windows:
• Payables Transaction Entry
• Receivables Transaction Entry
• Invoice Entry
• Payables Manual Payment Entry
• Sales Transaction Entry
• Inventory Transaction Entry
• Cash Receipts Entry
• Purchase Order Entry
• Receivings Transaction Entry
• Purchasing Invoice Entry
To activate this tool, simply mark the second check box next to Doc Date Verify in
the Professional Services Tools Library window.
In order to fix your actual problem, the best is probably to alter the document or posting date from the back-end.. depending on where the issue is.
Was the posting date in 5012 or only the document date? Your only recourse right now is to use SSMS to correct the date. You should also hunt for something called Document Date Verify. This will prevent this in the future.
How come your employee posted a sales transaction if year was not setup in fiscal year, because at the time of posting date also get verified for valid fiscal period.
And if it is posted from where you are trying to delete it?
If possible please share screen shots.
Hello,
I personally wouldn't be able to speak to this issue if it is specific to GP 10.0 as that is not a version that is supported any more. However, in GP 2018 I entered a Sales Order for the year 5012, and transferred it to an Invoice. (I am assuming that when you say that you posted the order, you mean that they transferred it to an Invoice and now you are trying to delete the invoice?) I was able to delete that invoice without issue.
If you open the transaction and click on the Blue Arrow next to the Date on the header, can you change all of the dates in this window, to a date that is within the fiscal period so that you can delete the transaction?
You may need to fix the date in the SQL tables if you are unable to change them in GP.
I hope this helps!
Isaac Olson
Microsoft Support
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Martin Dráb
601
Most Valuable Professional
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Abhilash Warrier
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Adis
384
Super User 2025 Season 1
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