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Good morning,

 

I created a Customer Invoice, but I need to change the Invoice date to a date in a closed accounting period. I tried printing the invoice, but I received the message that accounting period is closed. I was hoping that I would be able to print, the invoice would go in error, and I can checkmark the box Use Voucher date on the Customer Invoices with errors screen, but it doesn’t seem to work that way.

Is there a way to Print/Post a Customer Invoice to a different date than the Invoice date?

 

Thank you,

Cora

Hello @CBICRUSU 

Selecting Use Voucher Date checkbox and entering a new voucher date should resolve the issue. Are you getting a new posting error when doing this?

 

Hi Furkan,

 

It didn’t go to Customer invoices with Error, it didn’t get past Printing the Invoice.

The invoice it’s still in Preliminary status.

Cora

Hello @CBICRUSU 

I understand your issue right now. At the moment your invoice date is some day in December 2024, which is a future date. I think you meant to have December 2023. Please check it

After changing to December 2023, try printing one more time. If you cannot print it due to the same error. You can follow the steps below. If it gets printed but status is not set to PostedAuth then follow steps from 6.

  1. Remove posting control IP2 for a temporary time. Dont forget to save somewhere setting of IP2.
  2. Open period December 2023 and open user group too. 
  3. Go to customer invoice and print invoice. The status should get Printed.
  4. Go to Customer Invoice with Errors window. Invoice should be available on this screen.
  5. Go back to posting control restore IP2 as it was.
  6. Go back to customer invoice with errors, check Use Voucher Date field and enter voucher date you need.
  7. Click right mouse button and process invoice

This should resolve your issue.

Hope this helps

Hi Furkan,

 

The solution is good if you need to use it occasionally, we need something that can be used on a regular basis, but I don’t think IFS supports posting the invoice to a different date than the Invoice date.

 

Thank you for replying to my post!

Cora

 

Hello @CBICRUSU 

If you have this problem more often then you should review your processes. This should be a rare case where invoice is created but not printed.

When you close the accounting period. IFS warns you with unprinted customer information.

Hope this helps

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