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Click here to download the Correct Tax Id Type definition.
Change Invoice Item Received Dates
In some situations, it may be necessary to change the Invoice Received Dates on certain transactions. This may be especially relevant for invoices created near the beginning/end of the fiscal year in order to ensure accurate data on the Accounts Payable Report which looks at the Received dates when filtering. The Invoice Received date can be manually populated when the Invoice is entered. If this field is left blank at the time of invoicing it will default to the Invoice date. There is an optional Rule org.ssdt_ohio.usas.model.invoice.InvoiceReceivedItemDate that could be enabled to change this behavior so that the Vendor Invoice Date is used if the field is left blank.
If its recognized later that the Invoice Dates populated were not as intended, this mass change can help change all invoice item Received dates on the selected Invoices to set to a specified date. If different invoice items on a single invoice need to have unique dates, those records should be manually modified.
- The Mass Change Definition can be used on the AP Invoices grid. Filter the grid to include only the Invoice(s). The mass change will update the receipt dates on ALL item lines on the invoices in the grid.
- As always, proceed with caution when using the mass change function. Its recommended to filter down the grid before running the mass change so that its just being applied to relevant records. If changing a large set of records at once it may take some time to process.
Click here to download the Update Item Received Date definition.
Setting Estimate vs. Actual Variances to Zero
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