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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Handling Statement Pos...
Supply chain | Supply Chain Management, Commerce
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Handling Statement Posting Dates in D365 Commerce for Closed Periods

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Posted on by MPOS Activation 21

Hi everyone,

I’m looking for some insights regarding Dynamics 365 F&O - Commerce statement posting.

I have a client who uses manual statement creation (Trickle feed is not enabled). We have a scenario where POS transactions occurred on April 15th, but the fiscal period for that date is already closed in the back end.

We need the resulting Sales Orders to impact the back end (both Physical and Financial transactions) on April 19th instead of the original transaction date (April 15th).

Is there a standard way to override the posting date during the statement calculation or posting process to ensure it hits the open period? Or does this require a specific configuration in the functional profile/store settings?

Looking forward to your expert advice!

Categories:
Dynamics 365 Commerce
I have the same question (0)
  • Daniel Carter Profile Picture
    Daniel Carter 8 on at

    In standard D365 Commerce, the posting date for statements is typically derived from the statement configuration and the transaction date, and there is no direct out-of-the-box option to override it arbitrarily during posting.

    However, to handle closed fiscal periods, you can control this behavior through statement posting settings and financial period validation. In such cases, the system generally requires either:

    Reopening the closed fiscal period or Configuring posting to occur in the next available open period, depending on your financial controls.

    Additionally, you should review the store parameters, posting profiles, and date validation logic, as these influence how sales orders and financial postings are generated from statements.

    If overriding the posting date (e.g., forcing April 19 instead of April 15) is a strict requirement, it may require customization or extension, as standard functionality has limited flexibility in this area.


     
  • MPOS Activation Profile Picture
    MPOS Activation 21 on at
    Thanks @ Daniel Carter for your reply, but I have more Question , If there a method or parameter in Retail & Commerce to receive the sales order which create from the store as an open Sales order not Invoiced " in case the Statement is succeeded" .
     
    Thanks in advance

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