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Answered

How to change the default posting period date

Posted on by 443

Hello Team,

Could you clarify how to change the default posting date period for documents?
pastedimage1639576691308v1.png

I want Navision to fill in the current date, But, I see that by default, Navision doesn't use the current date.

  • Verified answer
    Andrew1986 Profile Picture
    Andrew1986 443 on at
    RE: How to change the default posting period date

    It is helped a lot.

    Thank you!

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: How to change the default posting period date

    Hi, the default setup is Work Date, If your Work date is current date, it will be fine.

    pastedimage1639615876709v1.png

    pastedimage1639615949212v2.png

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to change the default posting period date

    Andrew,

    When creating a Document the Posting Date will default to today's date. When a User Posts Receive/Invoice or Shipment/Invoice then it is the Users responsibility to update the Document Date to the correct Date, which will update the Posting Date. Now if you are trying to update the Posting Date to = Today automatically, in case the User forgets, this will require a customization.

    Now one thing to look at for setup, on the Sales & Receivable Setup page, their is a field called Default Posting Date and you can choose Work Date (which is Today) or No Date.  The same setup field is on the Purchase & Payable Setup.

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: How to change the default posting period date

    If you want it automatically filled in when you create a new sales order you need to do that through a customization. No standard functionality to fix that.

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