invoice chooses it's own date!

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Posted on by Community Member

The lady that creates our invoices has complained for a couple of years now that sometimes, and we can't find a common thread as to why, but sometimes the invoices date back a month or two , then sometimes dates it in the future.

I've asked our Microsoft GP consultants and they don't know why this happens.

We need to get to the bottom of this.

Any ideas?

Thanks,

Pam

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MattPaulen 6,912 on at

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Are these documents being keyed in manually?

The Document Date will default to the User Date in GP when the transaction entry window is first opened. If the user manually changes the Document Date on the transaction entry window and posts the transaction, the next transaction will retain the date from the previous transaction unless changed.

The doc date isn't just going to change on it's own. It's up to the user to pay attention to what the date is when they are entering the transaction.

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Tristan Clores 2,812 on at

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Matt is right, its going to be either using the system date or the one the user enters.

Is the window modified? Or perhaps the users' workstation is using an incorrect date (OS-wise)?

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Rosemary 10 on at

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if it is a fulfillment order with a date prior to the current date, when it is transferred/converted to an invoice if the date is not changed it will maintain the initial date the document was created. The posting date will take the date of the batch if the document is attached to a batch.

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Rosemary 10 on at

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I do recall an instance where it was a future date and it was a user error.

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Lyn Barr 1 on at

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I mainly wanted to chime in so I would have the opportunity to type AlabamaPamela, which it turns out isn't nearly as much fun to type as it is to say.

In any case, I did want to add that you might want to check your posting setup, to determine if you're configured to use the posting date from the transaction or from the batch. To check, go to Microsoft Dynamics GP >> Tools >> Setup >> Posting >> Posting. (Be careful in this window, as it is easy to make changes unintentionally.)

Once you're in the window, change the Series to Sales and the Origin to Sales Transaction Entry (or Receivables Sales Entry or Invoice Entry, depending on which screen you use to enter your invoices).

Then, just check the Posting Date From setting.

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Community Member on at

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Thanks, Lyn - I will check into this tomorrow.

We did, today however, find a common thread for the date changes.

When the clerk switches to view a purchase order (before changing it to an invoice) and then she has to get out of it before making the change to an invoice, the very next invoice that she creates remembers the date from the viewed purchase order.

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