Solved

Transaction date/ posting date within same period

  • 9 August 2022
  • 3 replies
  • 48 views

Userlevel 2
Badge

Hi all,

Is it possible to only allow AP entries having transaction date/posting date within the same period? How can we achieve it? Please advise. Thank you for your assistance.

 

Regards,

Aaren

icon

Best answer by laura01 9 August 2022, 11:01

View original

3 replies

Userlevel 2
Badge

Hi @atai 

The simpliest way, you “open” your Financial Period ID for only Period that user can entry.

But I think the complex one, you can create custom code to check transaction date and posting date the same.

Thanks.

Userlevel 7
Badge +6

Hello,

In addition to opening only one financial period as  purwandaruw47 suggests, you can make Post Period (and date, if you like) display-only with Access rights by Role. When a user chooses a date, the system will update the Post Period to match the date.

You can turn on ‘Secure Business Date’ feature to stop users from manipulating the business date in order to change the date on documents.

 

Userlevel 2
Badge

Hi @laura01 and @purwandaruw47 

Thank you both for your recommendations. I would definitely try them out.

Thanks again!

 

 

Hello,

In addition to opening only one financial period as  purwandaruw47 suggests, you can make Post Period (and date, if you like) display-only with Access rights by Role. When a user chooses a date, the system will update the Post Period to match the date.

You can turn on ‘Secure Business Date’ feature to stop users from manipulating the business date in order to change the date on documents.

 

 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2022  Acumatica, Inc. All rights reserved