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Retail Statement Posting - Fiscal Period not open

Posted on by Microsoft Employee

When posting a retail POS transactional statement, I get an error that the fiscal period is not open. Is there a way to auto-move the posting date to next month?

I cant clear the statement as the invoice part has posted, only payment seems stuck.

  • Suggested answer
    Ramune Profile Picture
    Ramune on at
    RE: Retail Statement Posting - Fiscal Period not open

    Hi Brandvan,

    in your situation you should use Edit and audit cash and carry and cash management transactions feature.

    See two links below:

    docs.microsoft.com/.../edit-cash-trans

    and

    community.dynamics.com/.../transaction-validation-added-the-functionality-to-look-at-closed-fiscal-periods-in-validation-store-and-allow-you-to-edit-the-validated-fields-when-the-fiscal-period-is-closed

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,696 Super User on at
    RE: Retail Statement Posting - Fiscal Period not open

    Hi BrandvanDyk,

    Can you tell if the transaction was direct cash or on account? Usually, the retail statement posting is posting the invoice and payment together when it is a cash payment.

    There is no option to automatically move it to the next open period. If you have the payments in a journal, you can change the date manually and then post it.

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