User Posting Date Rules
Business Value
This feature allows you to default the posting date to the system date and prevent users from overriding it unless they have the necessary rights. This feature does not override the standard Business Central posting date validation, although it further restricts the users posting date ranges. This feature does not apply to General Journals (General, Sales, Purchases, Payment, Cash Receipt, FA G/L Journals and other journals) - it is pretty normal to post on different days in these areas.
Feature Details
The feature is enabled disabled with the User Posting Date Rules field and the Advanced Sales Setup. The tool tips provide additional information.
User Posting Days Rule
The default rule for all users. If nothing is specified here then standard Business Central. The following options are available:
- Any day within User Range: standard Business Central logic
- Today: only allow posting on system date
- Today -: Works with the "Posting Days Tolerance" to only allow posting from the day represented by today - "Posting Days Tolerance" until today.
- Today +: Works with the "Posting Days Tolerance" to only allow posting from today until today + "Posting Days Tolerance".
- Today +/-: Works with the "Posting Days Tolerance" to only allow posting from today - "Posting Days Tolerance" until today + "Posting Days Tolerance".
Posting Days Tolerance
Use this field to enable posting within a limited range such as yesterday, today and tomorrow.
Change Posting Date without Warning
Enable this to automatically change the date without warning the user. This only applies to Purchases, Sales, Assembly and Warehouse Documents.
User Setup
Additional fields are available to allow different settings at a user level.
Validation Rules
- Purchases, Sales, Assembly and Warehouse Documents - posting date is checked that it is an allowed user posting date. If not the document is updated to the system date. The posting continues if "Change Posting Date without Warning" is enabled else an error is displayed.
- Item Journals, Job Journals - posting date is checked that it is an allowed user posting date. If not, an error is displayed. The lines are not updated as this checking is done while checking lines and tables should not be updated here.
- Production Output, consumption - same as item/job journals
- General Journals (sales, purchases, general, etc.) - relies on user posting date ranges only - no change to normal Business Central logic