We have stocktake coming up and want to ensure the PO receipts on Monday go into the next fiscal year. Have been testing the earliest apply date but you can only change the arrival date on the PO entry and it still doesn’t allow you to receive it.
Any suggestions?
Regards
Richard
When you have the receipt entry screen open, and arrived. mark the header for receive all. before you save, you can change the receipt date on the top right of the screen.
Don’t do the PO receipts until Monday.
Set the earliest apply date to Monday. But not until Monday.
The Received Date on PO entry is what is used for the part transactions.
Hi All
Thanks for your valuable replies maybe I should clarify what the issue is.
Our year-end is 30th September which this year falls on a Monday.
We do a full stocktake on Friday 27th September.
In the past, we have created a period 13 for September 28th - 30th to ensure no transaction happen after stocktake. However, as much as you ask people the transactions still happen.
With the earliest apply date you can set the earliest apply date and if your book is set up correctly they are pushed into the next period.
When you do a mass receipt it stops you even if you post date the arrival date.
However, you can add the arrival but just tick the Received All on the 30th September and it doesn’t stop you. (As suggested by AndrewF)
Which is sort of good apart from they can now receive on the wrong date either I’m doing something wrong or it’s a bug?
Just wondered what others do and how they handle the year-end cut off.
Regards
Richard
We do not stop transactions. Once the cut-off date and time for physical inventory are determined, whic is generally at the end of a shift, and after all the transactions upto that point are entered in Epicor, we click the Start Count Sequence in Epicor. This freezes the stock balances and transactions can continue after that. At the most we do not allow transactions for a few hours Epicor just to have a clean cut off.
Vinay Kamboj
The finest detail that Earliest Apply Date (EAD) has is by module. And both PO Receipts and Invetory trans (like ADJ-QTY created during a physical inventory) both are in the same module.
So enabling an EAD of 9/1/2019, would prevent any Phys Inventory processing on the 27th-31st. As soon as you finish your Phys Inv, set an EAD for just the inventory module with a date of 9/1/2019. Now even if a Part tran (like a PO receipt, misc issue, etc…) is done with a back dated date of 8/31, it would be forced to be on 9/1. It might not show on the user interface, but it won’t let it post to 8/31 date.