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.
Best answer by MarkD
Hi
+6
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.
Hi
Hi
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
