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Can we amend the invoice date when we do receiving ?

  • 30 August 2023
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  • erin
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Hi All

May i know when we do receiving the inventory in system, can we change the date same as supplier invoice date?

Example: Supplier invoice date  30 July 2023  , When we received the goods , the date is 3 Aug 2023. When the time we enter and do the receiving for the goods is 3 Aug 2023 in system. Can we change the date same as the supplier invoice date 30 July 2023 when do receiving so that i can align with the payment term and due date in payable module.

Thank you

 

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Best answer by meganfriesen37 1 September 2023, 21:26

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meganfriesen37
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Your options to change the business date may be affected by whether the secure business date feature is enabled: https://help.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=7a2f7fc0-c030-4773-99ae-676dacef1946.

As well, you ability to post into an older date can be affected by your user rights.  If the GL Preferences option is selected to “Restrict Access to Closed Periods” then only users with the Financial Supervisor role can post into closed periods.

When you have this scenario is the July period still open to post into?  Or is the July period closed?  In Acumatica you can have documents with dates like July 30 that post into the August period if the July period is already closed (or if your access prevents you from posting into a closed period).

Megan Friesen, Contego Software Solutions, Canada

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