Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics NAV forum / What is the difference...
Microsoft Dynamics NAV forum
Answered

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

(0) ShareShare
ReportReport
Posted on by joshtechsolutions 4,235

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!

Categories:
Purchasing
Development / Customization / SDK
Sales
Administration and Setup
Other
  • joshtechsolutions Profile Picture
    joshtechsolutions 4,235 on at
    RE: What is the difference between Document date, Posting date, Due Date, and Order Date in Navision 2018?

    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!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: What is the difference between Document date, Posting date, Due Date, and Order Date in Navision 2018?

    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

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 70,124 Super User 2024 Season 2 on at
    RE: What is the difference between Document date, Posting date, Due Date, and Order Date in Navision 2018?

    Hi, please check this post.

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

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: What is the difference between Document date, Posting date, Due Date, and Order Date in Navision 2018?

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,564 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,651 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans