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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Change Vendor Posting ...
Small and medium business | Business Central, N...
Answered

Change Vendor Posting Group on Open Invoices

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Posted on by JGarcia123 382
I see where I can update the vendor posting group on the Vendor screen. However, what happens to current open purchase orders and invoices?  I'd like the change to be reflected on the outstanding documents
 
Please advise.  Look forward to a response.
 
JG
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Dynamics 365 Business Central
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,447 Super User 2024 Season 2 on at
    Change Vendor Posting Group on Open Invoices
    add on to previous comments, this rule applies to other situation as well. for example, if you change setting for item card, the change won't be reflected on an open SO containing that item. you need to delete the line and recreate so BC pull in the new value. this is something many users are not aware of and deserves attention. 
     
    hope it helps
    Jun Wang
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,221 Super User 2024 Season 2 on at
    Change Vendor Posting Group on Open Invoices
    Valentin is correct, this system only obtains master data when it is used.
    For example, if Vendor is selected on the Purchase Order, the Vendor master data at that point in time will be automatically filled in on the Purchase Order. The same goes for other master data, such as Items and Customers.
    Even if you update the master data, it will not have any impact on the data that has been created.
    You now have two options, one is to delete the invoice and recreate it, the other is to manually modify the posting group.
     
    For the second method, you can make small customizations to do it in batches, or use Configuration Package.
     
     
    Hope this helps as well.
    Thanks.
    ZHU
  • Verified answer
    VC-29041637-0 Profile Picture
    VC-29041637-0 112 Moderator on at
    Change Vendor Posting Group on Open Invoices
    If you change any field on the vendor card, including the vendor posting group, the changes will not affect existing open documents. The changes will only come into effect when you create new documents going forward. This applies to all master data in the system, not only to vendors (i.e. you make a change on the item card, items on open purchase orders will not be affected with this change).
     
    In your case, the current open purchase orders and invoices will still have the old vendor posting group, you will have to change the posting group on those documents one by one as well.
     
    Valentin Castravet
    Zander ERP Services
  • gdrenteria Profile Picture
    gdrenteria 13,278 Most Valuable Professional on at
    Change Vendor Posting Group on Open Invoices
    Hi
    You can modify the posting group in the documents. Posting group setup - Business Central | Microsoft Learn
    Once the document has been posted, you can no longer change the posting group.
    BR
    GR

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