What is the difference between Document date, Posting date, Due Date, and Order Date in Navision 2018?

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Posted on by joshtechsolutions

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Hi,

May I know what is the difference between Document date, Posting date, Due Date, and Order Date in Navision 2018?

For Posting Date: If the PO is release, is it considered posted? or is the creation of PO, already considered Posted?

Or is it only when PO becomes Posted Purchase invoice/ Posted Sales Invoice, then its considered posted?

I was told that Order Date is the Date of creation of this Purchase Order, however, it is the creation date of the PO; surely it is an important date which shouldn't be allowed to edit or change. However, we were able to change it which is strange.

I also would like to know for Due date:

1. is it the due date of the Purchaser who creates the Purchase Order, or

2. the due date of the real Purchase that was requested by the company, or

3. is it the Purchase order due date to vendor, after which if vendor haven't reply, the PO will be considered null?

(If it is this 3rd options, how will Purchaser know that his PO has become null?

Thank you!

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JAngle 133 on at

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Posted date = when the invoice/receipt should hit the financial ledgers.

Document date and Due Date are linked. The due date is calculated from the document date based on the payment terms. Not 100% able to say document date is when it was “created”. I’d like to think it is more the date that the purchase was agreed. Only really an issue if you invoice from the PO. If you do 3 way matching by creating a purchase invoice and getting receipt lines it is less relevant to worry about these dates.

Vendor focussed date fields are requested receipt date, promised receipt date and expected receipt date.

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YUN ZHU 95,718 Super User 2025 Season 2 on at

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Hi, please check this post.

www.archerpoint.com/.../microsoft-dynamics-nav-how-use-purchase-order-dates

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Community Member on at

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Josh,

Adding to the replies here...

For Posting Date: If the PO is release, is it considered posted? or is the creation of PO, already considered Posted? - The Document is not Posted. The Posting Date is the Date the Document will be posted too in NAV after you click Post/

Or is it only when PO becomes Posted Purchase invoice/ Posted Sales Invoice, then its considered posted? - Yes, only after you create the Posted Invoice document

I was told that Order Date is the Date of creation of this Purchase Order, however, it is the creation date of the PO; surely it is an important date which shouldn't be allowed to edit or change. However, we were able to change it which is strange. - Yes, very important that this is the Date the PO is created. Yes, it is editable, but you can add permission to make it non-editable for some users.

I also would like to know for Due date: - Due Date has to do with the Due Date of the Purchase Document, using the Document Date and Payment Terms of the Vendor.

1. is it the due date of the Purchaser who creates the Purchase Order, or - So if the Document Date is 9/1/21 and the Payment Terms of the Vendor and Document show 30D or 30 days, the Due Date would be 9/30/21

2. the due date of the real Purchase that was requested by the company, or - see above

3. is it the Purchase order due date to vendor, after which if vendor haven't reply, the PO will be considered null? - see above

(If it is this 3rd options, how will Purchaser know that his PO has become null? - see above

Hope this helps.

Steve

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joshtechsolutions 4,979 on at

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Hi Steven,

Thank you for the clarity!

For the Order Date, can you advise where can I add permission to make it non-editable for some users. Is there any documentation on this that I refer to?

Thank you!

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