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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Order & Invoice date
Small and medium business | Business Central, N...
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Order & Invoice date

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Posted on by PhilMil 10

Hello,

We have the following issue : 

When creating an order on for example June 14 and we book it on July 14, the invoice date is not updated to July 14, it remains on June 14 !

Is this a known issue ? 

Our setting for posting date are  : 

pastedimage1593697460970v1.pngso I imagine that this setting is influencing the above error.

Categories:
Dynamics 365 Business Central
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  • Suggested answer
    tanya07 Profile Picture
    tanya07 1,638 on at
    RE: Order & Invoice date

    Hello Philippe MICHEL ,

    When we create any document, we will observe that the  posting date , order date and document date are automatically populated.

    in your case initially  --> order date - june 14

    posting date  - june 14

    document date  - june 14 

    now you booked it for july 14(changed the posting date to july 14)  and you invoiced it that means you now you are  posting  the order , you will see posting date as june 14 itself , because in the sales and receivable setup , default posting date = work date .


    Hence the scenario is correct , there is no issue in this.

    Hope this will help !!!

    Thanks, 

    Tanya Kharbanda

    Business Central Techno-Functional Consultant

  • Suggested answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    Teddy Herryanto (Th... 14,207 Super User 2025 Season 2 on at
    RE: Order & Invoice date

    Order Date and Invoice Date (posting date ?) are two different date and not related to each other.

    This is normal because you can order today, but invoice the next day.

    When you create a new order, order date and posting date will be automatically filled with today's date (workdate).

  • Suggested answer
    Dirk Profile Picture
    Dirk on at
    RE: Order & Invoice date

    Field "Default Posting Date" in Sales & Receivables Setup is "only" relevant for the point in time where you create the document.
    The tool tip says:  "Specifies how to use the Posting Date on sales documents" . But this is mislleading!
    You should read it as: "Specifies if/how to the Posting Date gets inserted on sales documents" 

    Create a document on June14th ... Posting Date gets inserted with = June 14th.
    That's it! 

    There is no control, no functionality which changes the "Posting Date" automatically to the date at which the user hits the button.
    If you do not post the same day ... you need to change the Posting Date manually before you post.

    Does this answer your question?

  • Verified answer
    Claus Macali.dk Profile Picture
    Claus Macali.dk 1,003 on at
    RE: Order & Invoice date

    Hi we have a free extension that set the date to,you workdate when you post your invoice, if thats you are looking for

  • Suggested answer
    JAngle Profile Picture
    JAngle 119 on at
    RE: Order & Invoice date

    Based on the scenario and that you always need a Posting Date perhaps you should alter the setting already identified. The other option being "No Date". For a user to post a date must be present, so at least this way an error appears if it is left with no date.

    Worth also looking at the batch posting feature as you can replace the posting date with that routine for one or many postings.

  • Jocelyn Allard Profile Picture
    Jocelyn Allard 10 on at
    RE: Order & Invoice date

    Hi Claus, to you have a link to that free extension. That would be very helpful. Can it be used for purchase document also ?

    Thank you,

  • Claus Macali.dk Profile Picture
    Claus Macali.dk 1,003 on at
    RE: Order & Invoice date

    Hi 

    just contact me, i will mail you the extension

    and it  do not work on purchase invoice

    thank claus

  • PhilMil Profile Picture
    PhilMil 10 on at
    RE: Order & Invoice date

    Hi Claus,

    Thanks for your feedback, I didnt see it earlier, but still inerested in the app.

    Regards.

    Philippe

  • Suggested answer
    Claus Macali.dk Profile Picture
    Claus Macali.dk 1,003 on at
    RE: Order & Invoice date

    Hi Philippe

    send me a email hallo@macali.dk, I will send you the the app

    Claus

  • Reshma5 Profile Picture
    Reshma5 40 on at
    RE: Order & Invoice date

    Can you please send me the app too ? my email rpatel525@gmail.com

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