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On a purchase invoice/purchase credit memo it is sometimes necessary to change "posting date" due to closed periods etc.
But when "posting date" on the purchase invoice is changed, the "document number" is also changed automatically.

Suggestion is to stop automatic changes to "document date" since, "document date" since the invoice date on the purchase invoice is not affected by when we choose to post it.

Category: Purchasing
STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We are adding it to our roadmap.

Your help is greatly appreciated,
Andrei Panko
PM, Microsoft

Comments

M

Please, change this ASAP! Very anoying...

Category: Purchasing

M

This is often requested by our customers. Please disconnect posting date and document date.


Category: Purchasing

M

Please have it changed asap.

It is very annoying to have updated the document date back again, once changed the posting date.

Category: Purchasing

M

This needs to be changed as AP documents are frequently entered with different document dates and posting dates, especially at month when updating the posting date to a prior period may be necessary. If this is done after the Doc date is entered then the doc date must be changed. There would be no reason to change the doc date to the posting date to calculate due dates as the due date is solely dependant on the doc date plus payment terms applied by the vendor. Due date is determined by the vendor issuing the invoice and is not based upon when the document is posted.

Category: Purchasing

M

My controller brought this up to our attention today and I would like to understand the intended behavior.

If I create a new Purchase Invoice for a vendor which I receive Oct 3rd but is dated Sept 26th, I would like to date the document date of Sept 26 and the posting date of Oct 3rd.

We added an EventSubscriber on the OnAfterInitRecord so that the Document Date would not default to Today() / WorkDate() but if the user enters the Sept 26th date in the document date, and Oct 3rd in the Posting date, the validation event on the posting date field updates the Document Date to the same value as the posting date.

This is not accurate now as my due date is based off of the Document date + Terms Code setting for that vendor.

If somebody can help me understand this that would be great...
Thanks

Category: Purchasing

M

Such a frustrating feature! Organisations will always have purchase invoices that are started in one month and then need to be posted into another month.

Need to make this clear that this is only an issue on the purchasing side, but it's not a problem for sales. For sales, it makes sense for the Posting and Document Date to be the same.

Category: Purchasing

M

At least there should be a publisher before the "Document Date" is validated as there is in the Sales Header:

OnValidatePostingDateOnBeforeAssignDocumentDate(Rec, IsHandled);
if not IsHandled then
if "Incoming Document Entry No." = 0 then
Validate("Document Date", "Posting Date");

Category: Purchasing

M

Agree!
In Sweden we have a feature called inward registration where the invoice gets preliminary posted at arrival.
When finally posting the invoice after approval the posting date needs to be changed and since it updates the document date which updates the due date, the due date needs to be corrected on every invoice in this routine.
Give us the old way without connection between posting and due date a back! :)

Category: Purchasing