It would be nice to have a configuration parameter to allow setting up the vendor invoices to be automatically posted to the next open period when the Posting date falls into an on hold period or a period with AP module closed. This is helpful especially when auto posting is a workflow step and workflow approval takes time. Currently the system will prompts a message to the users (some approvers may not be accounting staff and don't understand what it is) and auto posting step in the workflow will fail with stopped error.
The similar feature is already available for expense report and time sheet.
Comments
Hi
I have enabled this feature, we are using approval workflow on pending Invoices, workflow that are stucked due this this error, if we resume them they do not take the new posting date. any idea?
Category: Accounts Payable
Could anyone advise on how to correct the date of invoices that have this issue at once (and are stuck in error) instead of recalling them one by one?
Category: Accounts Payable
A similar parameterised functionality is available in Expense management and the same should be made available for all kinds of journals in AP/AR and GL. This functionality is requested by many clients.
Category: Accounts Payable
This feature would be helpful for AP and AR modules like it is present in the expense management, is there any update on when this will move from the roadmap to development?
Category: Accounts Payable
This feature would be required by most users, is there any update on when this will move from the roadmap to development?
Category: Accounts Payable
This functionality would make a lot of sense... All AP automation providers do that also
Category: Accounts Payable
Is there any update on this topic available? This parameter could indeed be very useful in some cases, and i've had several customer requesting this functionality in the past.
Any chance that this will appear on the roadmap?
Category: Accounts Payable
Note that it's standard functionality in Oracle EBS Financials to "sweep" unposted transactions to the next open period as part of subledger close (A/R, A/P, etc..). We had this customization added to Microsoft D365 but I do agree it should be out-of-the-box, especially for clients with EDI invoices that are automatically 3-way matched.
Category: Accounts Payable
+ let the Project Date of the invoice be the original date, with the Ledger Date in the next period as it was made for expenses.
Category: Accounts Payable
Administrator on 10/29/2021 6:19:50 AM
This feature has been delivered in 10.0.23 release.
See details here https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/vendor-invoice-dates