[Shari Bruno]

?Good Afternoon!

One of our users entered three manual payments using the date 10-22-2108, applied them to open invoices, and then posted them with a 10-22-2018 date. The AP GL and HATB are okay, as is the Balance Sheet for their company, but the payments cannot be voided because of the future date. We did this once many years ago (maybe 2006) and there was no way to correct the entry aside from going into the table to change the date. Is there a way to do that now without going into the table? We are running 2016 R2.

Thanks!

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Shari Bruno
Accounting Operations Manager
Bible League International
Crete, IL
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[Darin Vialpando]

This article from Melissa (Sandrovich) Dobkins from Njevity will help you. 

Fix a transaction dated in the future

It also adds turning on Doc-Date verify in the PSTL tool to avoid it happening again.

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Darin Vialpando
IT Business Applications Manager
Kroenke Sports & Entertainment
Denver CO
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[Shari Bruno]

?Thanks

It looks like the blog entry is for a posting date in a previous fiscal period, but still very helpful.

I will look into the PSTL. Do you know if that just prevents posting to an incorrect existing period? Or also includes document dates? for future fiscal periods?

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Shari Bruno
Accounting Operations Manager
Bible League International
Crete, IL
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[Darin Vialpando]

Shari,
 Doc date verify will prevent users from entering an incorrect / invalid date.

1. PSTL must be installed on each workstation that requires the Doc Date Verify functionality. If you currently do not have it installed, please have your admin or partner install.
2. Once PSTL is installed, open up the PSTL window and mark the checkbox beside Doc Date Verify, and then close the window.

3. Now when the user goes to enter a transaction with a date that does not exist in the Fiscal Period Setup window they will get the following message:

4. Click Continue and it will bring you back to the Date field. The user will not be able to tab pass the Date field until they change it to a valid date.

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Darin Vialpando
IT Business Applications Manager
Kroenke Sports & Entertainment
Denver CO
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[Shari Bruno]

?Thanks – this is great!?

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Shari Bruno
Accounting Operations Manager
Bible League International
Crete, IL
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