Invoice Posting Date

Thanks Nigel.

I had changed the Fiscal Period in the Group Box, but had not changed it individually for the invoice in the Header Tab. It now allocates it to the proper Fiscal Period.

Kerry




________________________________
From: NigelK <nigel.kerley@...>
To: vantage@yahoogroups.com
Sent: Thu, May 20, 2010 5:10:18 AM
Subject: [Vantage] Re: Invoice Posting Date

Â
Hi Kerry,

There are fields on the Header | Detail tab of the AR Invoice Entry screen for Fiscal Year and Fiscal Period.

Changing the Invoice Date does not automatically update these fields, they work independently. So you could have left the invoice date as 03/31/10 but just changed the Period to 5.

HTH,
Nigel.

--- In vantage@yahoogroups.com, Kerry Travis <kerrytravis@...> wrote:
>
> Re Vantage 8.03.408b
>
> Would anyone be able to confirm whether this is true or not.
>
> We made a shipment to a customer on March 31, 2010. At that time, we did not have the pricing calculated, so it remained shipped but not invoiced.
>
> We invoiced it today, May 19th. We started a new group dated May 19, 2010, with the current fiscal period entered. We retrieved the shipment for invoicing, changed the invoice date to today's date, found a spot in list view where you can add the G.L. transaction date. I added May 19, 2010, then posted the invoice. However, it still shows up in the March General Ledger (which for us is now a prior fiscal year, although we have not yet closed it), but with a May date.Â
>
> Is there any way around this?
>
> Thanks a lot,
>
> Kerry Travis
>
> [Non-text portions of this message have been removed]
>




[Non-text portions of this message have been removed]
Just wondering if anyone has any ideas that could work to handle this in Vantage 8.03.408.

Our Quality department would like to issue special Quality Alert documents based on the part being produced that would be made available when a job is run for that part. They might want the document available for a month or the next three runs, whateverÂ…a variable length of time.

We thought of linking the Alert Document with our Part Revision documents where we link our engineering work instructions, drawings, etc., but in our environment that would require engineering to ECR the Part and maintain the Alert Document attachments.

Does anyone have a similar challenge and if so, how/where do you handle it?

Sincerely,
Judy Havlik
Plitek, L.L.C.
judy.havlik@...
Re Vantage 8.03.408b

Would anyone be able to confirm whether this is true or not.

We made a shipment to a customer on March 31, 2010. At that time, we did not have the pricing calculated, so it remained shipped but not invoiced.

We invoiced it today, May 19th. We started a new group dated May 19, 2010, with the current fiscal period entered. We retrieved the shipment for invoicing, changed the invoice date to today's date, found a spot in list view where you can add the G.L. transaction date. I added May 19, 2010, then posted the invoice. However, it still shows up in the March General Ledger (which for us is now a prior fiscal year, although we have not yet closed it), but with a May date.Â

Is there any way around this?

Thanks a lot,

Kerry Travis

[Non-text portions of this message have been removed]
Look at your company config....



You probably have marked the Use Shipment Date for Invoice Date under
the accounts Receivable module.



Not sure of a way around it except unchecking this checkbox.











M. Manasa Reddy

manasa@... <mailto:manasa@...>

800.852.2325

630.806.2000 ofc

630.806.2001 fax

www.weldcoa.com

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Kerry Travis
Sent: Wednesday, May 19, 2010 2:44 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Invoice Posting Date





Re Vantage 8.03.408b

Would anyone be able to confirm whether this is true or not.

We made a shipment to a customer on March 31, 2010. At that time, we
did not have the pricing calculated, so it remained shipped but not
invoiced.

We invoiced it today, May 19th. We started a new group dated May 19,
2010, with the current fiscal period entered. We retrieved the shipment
for invoicing, changed the invoice date to today's date, found a spot in
list view where you can add the G.L. transaction date. I added May 19,
2010, then posted the invoice. However, it still shows up in the March
General Ledger (which for us is now a prior fiscal year, although we
have not yet closed it), but with a May date.

Is there any way around this?

Thanks a lot,

Kerry Travis

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Hi Kerry,

There are fields on the Header | Detail tab of the AR Invoice Entry screen for Fiscal Year and Fiscal Period.

Changing the Invoice Date does not automatically update these fields, they work independently. So you could have left the invoice date as 03/31/10 but just changed the Period to 5.


HTH,
Nigel.

--- In vantage@yahoogroups.com, Kerry Travis <kerrytravis@...> wrote:
>
> Re Vantage 8.03.408b
>
> Would anyone be able to confirm whether this is true or not.
>
> We made a shipment to a customer on March 31, 2010. At that time, we did not have the pricing calculated, so it remained shipped but not invoiced.
>
> We invoiced it today, May 19th. We started a new group dated May 19, 2010, with the current fiscal period entered. We retrieved the shipment for invoicing, changed the invoice date to today's date, found a spot in list view where you can add the G.L. transaction date. I added May 19, 2010, then posted the invoice. However, it still shows up in the March General Ledger (which for us is now a prior fiscal year, although we have not yet closed it), but with a May date.Â
>
> Is there any way around this?
>
> Thanks a lot,
>
> Kerry Travis
>
> [Non-text portions of this message have been removed]
>