How do I control the posting date for my sales orders

Owned by Beth Blok (Unlicensed)
Last updated: Nov 21, 2022 by Mike SheenVersion comment
1 min read

A Sales Order is created in October and the customer goes ahead with the order in November.  Without manually changing dates in the Sales Order how can I make sure the order is processed in November.


Step-by-step guide

The are two actions you can take to address this.  Firstly change the system setting in Invoicing > PostingDateType from Initiated Date to Date Processed or Last Saved Date

  1. System Settings > System Configuration > Invoicing tab

  2. Change PostingDateType to Date Processed or Last Saved Date

  3. Save

Secondly to make sure no transactions post to the incorrect period, lock out periods in the General Ledger > Configuration > Setup form by setting the relevant locks.  The system setting in Ledgers > SaveErroredSets must be un-ticked

  • Global - nothing can post to the period

  • External - only General Ledger Journals can post to the period

  • Open - all transaction types are accepts

 

You should check with your accountant and/or your Jiwa Solution Provider to confirm these actions are what's needed