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Small and medium business | Business Central, N...
Answered

How to change the default posting period date

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Posted on by 63

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.

I have the same question (0)
  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    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.

  • Suggested answer
    Community Member Profile Picture
    on at

    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
    YUN ZHU Profile Picture
    95,729 Super User 2025 Season 2 on at

    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

  • Verified answer
    Andrew1986 Profile Picture
    63 on at

    It is helped a lot.

    Thank you!

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