Date Ranges?

  • Date Ranges?

    Posted by DSC Communities on May 4, 2017 at 3:51 pm
    • Trish Robertson

      Member

      May 4, 2017 at 3:51 PM


      Is it possible to set a range for the document dates that can be used in Great Plains?

       

      For example, some payables documents have been entered with a document date listing a year of 2106 and other future dated items. This causes an issue on the AP aging. It is a manual date that is entered by AP in the transaction entry screen in the Purchasing Module. Is it possible to limit this date so they cannot date things so far in the future? Or to create some kind of prompt that says “this date is in a future period. Are you sure you would like to proceed?” – this way they are having to double check their work?

      ——————————
      Trish Robertson
      Helpdesk Supervisor
      CFRLTD
      Greenville SC
      ——————————

    • Matthew Arp

      Member

      May 4, 2017 at 4:18 PM

      Unfortunately no, your best bet would be a VBA customization or a .NET AddIn (the latter would be the recommended). This does sounds like an excellent idea for MS Connect though!

      ——————————
      Matthew Arp
      Business Systems Developer
      Hunton Group
      Houston TX
      ——————————
      ——————————————-

    • Charles Allen

      Member

      May 5, 2017 at 2:28 AM

      Trish,

       

      Install the Professional Services Tools Library.

       

      One of the options is called Doc Date Verify. It will only allow you to enter dates that are set up in Fiscal Period Setup.

       

      Using Doc Date Verify

      When Doc Date Verify is activated, and a document date is entered, a check will be

      performed to determine whether the document date is in a valid fiscal period or if

      the fiscal period is closed.

       

      • If the date does not fall within a valid fiscal period, a message will be displayed

      and the user will not be allowed to continue until the date is in a valid period.

       

      • If the Document Date falls within a period that is closed, a message will be

      displayed that will allow the user to correct the date or continue on leaving the

      date.

       

      Charles Allen

      Senior Managing Consultant | BKD, LLP

      BKD Technologies

      Office 713.499.4629

      Cell 713.494.2104

       

      experience-bkd-thoughtware

       

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      Is it possible to set a range for the document dates that can be used in Great Plains?

       

      For example, some payables documents have been entered with a document date listing a year of 2106 and other future dated items. This causes an issue on the AP aging. It is a manual date that is entered by AP in the transaction entry screen in the Purchasing Module. Is it possible to limit this date so they cannot date things so far in the future? Or to create some kind of prompt that says “this date is in a future period. Are you sure you would like to proceed?” – this way they are having to double check their work?

      ——————————
      Trish Robertson
      Helpdesk Supervisor
      CFRLTD
      Greenville SC
      ——————————

    • Beat Bucher

      Member

      May 5, 2017 at 9:47 AM

      Hi Trish,
      Charles pointed you in the right direction.
      However, read this thread carefully, as there are some considerations involved:
      https://www.gpug.com/communities/community-home/digestviewer/viewthread?MessageKey=22e8757f-fb62-4c62-8609-022819c8e518&CommunityKey=4754a624-39c5-4458-8105-02b65a7e929e&tab=digestviewer#bm22e8757f-fb62-4c62-8609-022819c8e518#bm0
      If you’re not sure about how to do it, ask your partner.. and do a quick search here on GPUG forum about ‘PSTL doc date verify’.. I’m sure you’ll find plenty of hints.

      ——————————
      Beat Bucher
      Business Analyst, Dynamics GP MVP
      Ultra-Electronics Forensic Technology Inc.
      Montreal QC/Canada
      +1-514-489-4267
      @GP_Beat http://dyngpbeat.wordpress.com/
      Montreal QC GPUG Chapter Leader
      GP2013R2 / MR2012 CU14
      ——————————
      ——————————————-

    • Loan Nguyen

      Member

      May 6, 2017 at 8:27 PM

      When you’re running AP Aging report, it’s better to choose GL Posting Date not by Document Date for Select Transactions For Report Using:

      To minimize the wrong date being entered, you could require AP staff to run edit list and then check and correct any wrong dates.

      Hope that helps.
      Loan Nguyen

      ——————————
      Loan Nguyen
      XLN Accounting Solutions
      Westminster CA
      ——————————
      ——————————————-

    DSC Communities replied 7 years, 1 month ago 1 Member · 0 Replies
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