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Hello, GPUG!

I have a weird occurence.

I recently set up a new AP employee. Permissions were copied from existing user in same role.

On the Purchasing Invoice Entry screen, he attempted to correct the invoice date to 8/27/2019 and got a pop up "The fiscal period that contains this date is closed."

We post based on batch date not document date, so it is weird and I have told him to just hit continue and we will watch the batch posting carefully.

Where it gets really weird is that other users do not get this warning.

Hitting the blue arrow next to Invoice Date shows the same date for Posting and Invoice, though Posting is greyed out. This makes sense as we post by batch. The Batch is confirmed to be set to today.

We do have "Doc Date Verify" enabled in PSTL, so I unchecked that box just to see what happens and got a much more verbose:

"You can't post this document using this date because it falls within a closed period. Do you want to continue entering the transaction using this date?"

To which I selected Yes and promptly rechecked the box bringing back the original:

"The fiscal period that contains this date is closed."

My exisiting users do not get the message, so there must be a way to make it go away for my new user. Does anyone have an idea how to make that happen?

Thanks
Rebeccah

#GP2013R2andEarlier #GeneralLedger​​

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Rebeccah Grimes
Application Specialist, MS Dynamics GP
Tech24
A Commercial Foodservice Repair, Inc Company
------------------------------

Hi, @Rebeccah Grimes,

I kept going back to what you said about the new AP user correcting the invoice date.​

You didn't say what your batch date is. I presume that it's in September, yes? You also didn't say whether other users have tried to correct the invoice date. Has anyone else tried to correct the invoice date for this same invoice?

I found a discussion on the Microsoft Community Forum from a few years ago that may have a bearing on your situation. It's got a few heavy hitters as respondents: Frank Hamelly, Leslie Vail, and Victoria Yudin.

I hope this helps.

(P.S., Will you be at Summit in Orlando?)

Regards,

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"Sparkly" Steve Erbach - Green Bay, WI
Co-Chair, GPUG WI (Green Bay) Chapter
Blog: https://www.gpug.com/blogs/steve-erbach
Twitter: twitter.com/serbach

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Original Message:
Sent: Sep 10, 2019 11:32 AM
From: Rebeccah Grimes
Subject: Weird Purchasing Invoice Date

Hello, GPUG!

I have a weird occurence.

I recently set up a new AP employee. Permissions were copied from existing user in same role.

On the Purchasing Invoice Entry screen, he attempted to correct the invoice date to 8/27/2019 and got a pop up "The fiscal period that contains this date is closed."

We post based on batch date not document date, so it is weird and I have told him to just hit continue and we will watch the batch posting carefully.

Where it gets really weird is that other users do not get this warning.

Hitting the blue arrow next to Invoice Date shows the same date for Posting and Invoice, though Posting is greyed out. This makes sense as we post by batch. The Batch is confirmed to be set to today.

We do have "Doc Date Verify" enabled in PSTL, so I unchecked that box just to see what happens and got a much more verbose:

"You can't post this document using this date because it falls within a closed period. Do you want to continue entering the transaction using this date?"

To which I selected Yes and promptly rechecked the box bringing back the original:

"The fiscal period that contains this date is closed."

My exisiting users do not get the message, so there must be a way to make it go away for my new user. Does anyone have an idea how to make that happen?

Thanks
Rebeccah

#GP2013R2andEarlier #GeneralLedger​​

------------------------------
Rebeccah Grimes
Application Specialist, MS Dynamics GP
Tech24
A Commercial Foodservice Repair, Inc Company
------------------------------