[Heidi Farnham]

I would appreciate any suggestions on how to resolve this request from our accounting staff:

I made an error and posted 4 invoices to the wrong vendor.

I deleted 3 of them but the last one it will not allow me since unfortunately, I put the invoice date as 12/31/21 so it wont allow me to void in the future. See attached.

Is there something we can do the in background to either void this or change the date to 12/31/2020 so I can void it?

Thank you for your assistance.
Heidi

——————————
Heidi Farnham
Dungarvin
Mendota Heights MN
——————————

[Ryan Galang]

Hi Heidi,

I’m speculating that you’re using a “non calendar” Fiscal Year (I noticed there weren’t any issues with voiding the 2/2021 invoices)…

At any rate, 2021 is just the “next” year… you can consider setting up the next fiscal year…
… or you can check with your partner and have the dates updated at the backend (via SQL scripting).

——————————
Ryan Galang
BTP Technologies LLC
CHANTILLY VA
——————————
——————————————-

[Heidi Farnham]

Ryan,

Thank you for your response.

I checked the fiscal year and it is a calendar year, thus is already set up.

Heidi

——————————
Heidi Farnham
Dungarvin
Mendota Heights MN
——————————
——————————————-

[Jo deRuiter]

The only way I have found to correct these is to have someone update the PM20000 table and run a statement that updates that Document Date (Invoice Date) to the correct date and then it is able to be voided in the User Interface.   I have had zero luck with any other methods.

Do you have a partner or an IT person you can call for help on that??

——————————
Jo deRuiter
?? GPUG AllStar 2019
??Granite Award Winner 2018,2019
Atlanta Chapter Leader
Credential Council Co-Chair
Aisling Dynamics Consulting, LLC
ERP Practice Manager
jo.deruiter@aislingdynamics.com
9518674366
Alpharetta, GA
aislingdynamics.com
——————————
——————————————-

[Heidi Farnham]

Thank you.  If the only thing that needs to be updated in SQL is the DOCDATE in the PM20000 table, I can do that.  

Can you confirm?

If not, I will contact my partner.

Thank you.

Heidi?

——————————
Heidi Farnham
Dungarvin
Mendota Heights MN
——————————
——————————————-

[Jo deRuiter]

Hi

Yep, just the docdate in the header table for the open/historical transactions wherever it is living right now.

I know you likely already know this, but DO get a backup before running any update statements.

After the update it will void like a charm.

Best of luck.?

——————————
Jo deRuiter
?? GPUG AllStar 2019
??Granite Award Winner 2018,2019
Atlanta Chapter Leader
Credential Council Co-Chair
Aisling Dynamics Consulting, LLC
ERP Practice Manager
jo.deruiter@aislingdynamics.com
9518674366
Alpharetta, GA
aislingdynamics.com
——————————
——————————————-

[Heidi Farnham]

Thanks, Jo.

Carol’s method of opening the month worked because it was set for this year.

I will remember your method if the date is really out of whack.

Have a great weekend.
Heidi

——————————
Heidi Farnham
Dungarvin
Mendota Heights MN
——————————
——————————————-

[Carol Cross]

Hi Heidi,

What is the error that you are receiving? I did this and had to make sure that the months were open in order to void the transaction.

——————————
Carol Cross
Controller
Fries Tallman Lumber (1976) Ltd
REGINA SK
——————————
——————————————-

[Heidi Farnham]

The error message is that you cannot void a future date.

Attaching the Fiscal Period Setup image.  I would guess that the check boxes under the Series Closed section of the screen means that the months November and December are not open.

If so, I can ask our controller if he’s ok with opening through the end of the year so this entry can be voided.

Thank you,

Heidi
?

——————————
Heidi Farnham
Dungarvin
Mendota Heights MN
——————————
——————————————-

[Carol Cross]

Yes, the check marks are a closed period. I opened the periods required; voided the item and then closed the periods.

——————————
Carol Cross
Controller
Fries Tallman Lumber (1976) Ltd
REGINA SK
——————————
——————————————-

[Heidi Farnham]

Carol,

Thank you.  This is a far easier method than I was anticipating.  I will give it a try.

Heidi

——————————
Heidi Farnham
Dungarvin
Mendota Heights MN
——————————
——————————————-

[Heidi Farnham]

Carol,

Thank you.  Opening the period temporarily worked perfectly, and saved me from mucking about in SQL tables.

I appreciate your taking the time to assist.

Have a great weekend.
Heidi

——————————
Heidi Farnham
Dungarvin
Mendota Heights MN
——————————
——————————————-

[Carol Cross]

Happy to help! 

Take care and enjoy your weekend!

——————————
Carol Cross
Controller
Fries Tallman Lumber (1976) Ltd
REGINA SK
——————————
——————————————-