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Adjust Posting Dates

When a purchase or sales document is created, the dates are set based on the workdate. However, if, for example, a sales order is not posted (invoiced) until a later date, these dates are not updated automatically. This must be done manually before posting.

To improve real-life sales and purchase posting scenarios, DYCE allows users to adjust the Posting Date, Document Date and VAT Date during posting, eliminating the need to change the original document beforehand.

The Adjust Dates on Posting field on the General Ledger Setup page controls whether users can change the Posting, Document, and VAT Date during sales or purchase posting. If enabled, an extended dialog with dates fields appears when posting sales or purchase documents.

The dialog also appears when posting warehouse shipments. When it is confirmed, the selected Posting Date is applied to the warehouse shipment and its source documents. If the warehouse shipment contains only sales order lines, its Shipment Date is set to the same date, so the posted shipment, the invoice and the X-Rechnung show the actual shipping date.

This functionality is aligned with standard Business Central behavior, including the VAT Date Usage setting in the General Ledger Setup, where the VAT Date field is shown in the dialog only if the setting is set to Enabled or Enabled (Prevent modification). It also respects the Invoice Posting Policy for sales and purchase documents which are defined, among others, in the User Setup.

Batch posting​

The request pages of the Batch Post Sales Orders and Batch Post Sales Invoices reports contain the additional field Document Date after the VAT Date field. Entering a date automatically sets Replace Document Date. When Replace Document Date is set, the entered date replaces the document date of every posted document. If the field is empty or Replace Document Date is not set, the standard behavior applies.

The Document Date field works regardless of the Adjust Dates on Posting setting and also applies when batch posting runs in the job queue. If the VAT Date Usage setting is enabled and the Default VAT Date field in the General Ledger Setup is set to Document Date, the VAT Date follows the document date.