Is it possible to set the business date in an automation schedule? Invoices are prepared using the process at month end because consolidation of sales orders is necessary. The volumes are high and when users run the process it may fail when it gets over 1 hour, resulting in no consolidation. So running the prepare in an automation should take care care of this. However invoicing does not start until day1 of the new period. Users set their business date back to ensure correct invoice date/period, hence the request.
Answer
Setting Business Date in automation schedules
Best answer by MichaelShirk
Since it’s locked down by the system, I would suggest creating a support case to see if there is a recommended method to accomplish this. I don’t think it’s a bug, but I don’t know why they would lock it down. It seems like your requirement would be a common business case….
+5
I’m pretty sure the “Relative” CheckBox is intended for this sort of situation, but I wasn’t able to quickly figure out how to set it, since the invoice date seems to be locked to the shipment date.
Maybe this is the situation you ran into and why you asked the question?
Michael Shirk, Pine View Buildings, LLC - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Yes, no way to control the invoice date except with the business date as far as I can find. Coming from IN sales order type so skips shipments.
+5Since it’s locked down by the system, I would suggest creating a support case to see if there is a recommended method to accomplish this. I don’t think it’s a bug, but I don’t know why they would lock it down. It seems like your requirement would be a common business case….
Michael Shirk, Pine View Buildings, LLC - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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