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Question

Transaction Date to first day of next month

  • December 5, 2025
  • 3 replies
  • 30 views
M
Freshman I
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Hi gurus. How do I create an Import Scenario that changes the transaction dates of Open Move Transactions dated in the current month to update to the first day of next month?

Users make the move transactions ahead of time and so when they go to close out EOM, they can’t because there are "open Move transactions". The import aims to just shift them to the first day of the next month e.g. 30/11/2025 > 1/12/2025. 

Data provider would be a GI of open move transactions.

3 replies

mohammadnawaz51
Jr Varsity I
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​@MarkD Can you share sample screenshot of transaction which you want to change the date?

https://www.acumatica.com/acumatica-marketplace/global-payex-ap-accounts-payable-automation-solution/
Chris Hackett
M
Freshman I
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  • MarkD
  • Author
  • Freshman I
  • December 5, 2025

​@mohammadnawaz51 - Transaction Date of a ‘Move’ in production order

 

M
Freshman I
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  • MarkD
  • Author
  • Freshman I
  • December 9, 2025

​@mohammadnawaz51 - This is my import scenario, but it adds a new Move Transaction record instead of updating an existing one:


Data provider is the Move GI:
 

The goal is to update all Open (Hold/Balanced) Move Transaction dates to the first day of following month. So, if I have Move Transactions dated Dec 2, Dec 4 and Dec 5, the GI aims to update them to Jan 1, 2026. Once the import works, I will set an automation schedule to run it every end of month during their month end closing.

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