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Microsoft Dynamics AX (Archived)

How to control backdate & future transaction in AX.

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Posted on by

Hello Everyone,

Please suggest how to put control on date selection. can we put some restriction on backdate & future date selection in AX.

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  • Community Member Profile Picture
    on at

    Please suggest

  • Suggested answer
    Brandon Wiese Profile Picture
    17,788 on at

    One easy solution is simply to put all past and future fiscal periods On hold, leaving only the current fiscal period available for ledger posting.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    In addition, running regular inventory closes prevents users from backdating transactions even if your accountants (temporary) open historic periods.

  • Community Member Profile Picture
    on at

    but how to block future date & back date in current month

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi AnilKr,

    You can't but why would you prevent users posting an invoice let's say with a date 2nd September?

    Your vendors migh simply have send the invoice document late.

    What speaks against posting that invoice today with a transaction / posting date 2nd September?

    Best regards,

    Ludwig

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