[Kim Medlin]

We’re not able to enter and invoice date in a closed period; we’re on Dynamics GP v 12.0. Is there a way to correct this?

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Kim Medlin
Astrotech Space Operations
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[Kelly Hobart]

The link below may help with your question

http://www.erpsoftwareblog.com/2014/04/posting-to-a-closed-year-in-microsoft-dynamics-gp/

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Kelly Hobart
Business Data Analyst
Mount Pleasant Waterworks
Mt Pleasant, SC
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[Shari Bruno]

Hi Kim,

If you’re just looking to post the invoice date in a closed period, and not post the transaction into a closed period, you can do that by creating a batch first through Purchasing>Transactions>Batches. 

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Shari Bruno
Accounts Payable Specialist
Bible League International
Crete, IL
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[Tiffany Ziegler]

Kim – perhaps a bit more info would be helpful. Why are you wanting to enter an invoice for a closed period? Is it a previous month in the current year, or are you wanting to post an invoice to a previously closed year?

If it’s just for a month that is closed in the current year, and you’re ok posting to it after the fact, you probably just need to re-open the year. To do so, navigate to Microsoft Dynamics GP/Tools/Setup/Company/Fiscal Periods. Unselect the box under Purchasing for the month you are wanting to post the invoice to.

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Tiffany Ziegler
Vice President & Controller
Velcor Leasing Corporation
Madison WI
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[Bill Schulz]

Kim

If I understand you correctly, you want to create a payables transaction to post to the current period, say Apr, with an invoice date from Mar, after you have closed Mar to payables entry.

You can do that in the transaction entry screen by simply selecting the expansion arrow next to Doc. Date, and changing the posting date to an Apr date (current date, Apr 1, etc) and leaving the document date with the original Mar date.

That allows you to retain the original invoice date that will match your vendor’s records, while still allowing you to post the transaction in the correct month.

Hope that helps and I didn’t waste your time answering the wrong question!

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Bill Schulz
Turnkey Technologies, Inc.
St. Louis MO
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