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murni

is it possible to change the document date, post date, fiscal year on AR Invoice after posted?

SUGGESTED
Posted By

Hi All,

is it possible to change the document date, post date, fiscal year and period on AR Invoice after posted?

Situation:

user import AR Invoice to Sage 300 using the Import feature on AR2100 (Invoice Entry). For some reason, the year of the document date and post date in Excel is changed from 2022 to 2021. i.e.: 15/09/2022 to 15/09/2021. Hence, all the document date, post date, and fiscal year imported and posted is wrong. If I change these value on database, will it be possible and not causing error on other module? 

Thank you

Parents
  • 0
    SUGGESTED

    You would want to run an update query in SQL for the batch you're having an issue with.
    If the GL batch that resulted from the AP Invoice batch is already posted, you would also need to reverse the GL batch (in the 2021 period it was posting to) then reverse the reversal batch and specify the correct 2022 year / period.  
    If the batch is not yet posted, you could run a SQL Update query to change prior to posting to ensure that the GL batch aligns with the changes you made in AP.

    Having said all this, the best approach would be to eliminate the date issue either in the import file creation or by over-riding the date / year and period on import.

Reply
  • 0
    SUGGESTED

    You would want to run an update query in SQL for the batch you're having an issue with.
    If the GL batch that resulted from the AP Invoice batch is already posted, you would also need to reverse the GL batch (in the 2021 period it was posting to) then reverse the reversal batch and specify the correct 2022 year / period.  
    If the batch is not yet posted, you could run a SQL Update query to change prior to posting to ensure that the GL batch aligns with the changes you made in AP.

    Having said all this, the best approach would be to eliminate the date issue either in the import file creation or by over-riding the date / year and period on import.

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