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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Cutoff volume of work ...
Small and medium business | Business Central, N...
Suggested Answer

Cutoff volume of work with posting date and creation date

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Posted on by Gregor3 5

Currently the client I am working with close month end post completing timesheets and invoices at month end.

The invoices are raised at the end of the month with a month end date "posting date" which I believe is backdated to last day in the calendar month.

Is there a report that differentiates between posting date at month end and the real date they were posted?

Driver to see work volume and how many days post end it is taking with various sot close month end.

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  • Suggested answer
    MahGah Profile Picture
    MahGah 15,613 on at

    Hi

    I cannot recall any built in report here. But you can try the following. My examples are for Posted Sales Invoice 

    1) Go to posted sales invoice. Through personalization add the "Posting Date" to the page. Then filter by "Created At" which is the time document has been created. Then you can set the date range filter take to Excel and see how many documents with different posting date has been created during that time period. 

    pastedimage1646664573157v1.png

    2) See if you can use ODATA (https://thatnavguy.com/getting-d365-business-central-data-to-excel-using-odata-feeds/) and publish page 132 then see if you can add the Created At to that ODATA then design the report. 

    3) Through development create such a report

    4) Use Jet Report. 

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