Question

Default period to post

  • 10 February 2021
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I am looking to set the default period to post on transaction screens (journal entries, AP Bills, A/R invoice etc) to be the last open period for the corresponding module.  Currently when a user enters a bill, the default period to post will be based on the date of the transaction.  An example might be that the oldest open period is period 1 and a user keys an invoice with a date of 2/1.  The default would be the period to post defaulting to period 2.  The goal is to have the period to post automatically default to period 1 since it is the oldest open period.  Any idea on how to do this without a customization?


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