Restrict the Accounting Date to the Current and One Future Period

Home | FAQs & Troubleshooting

 

Expand/Collapse all Show/Hide All

Expand/Collapse item  Overview

When performing certain data entry and register printing functions, the accounting date is used as the default. When the posting date used for updates does not fall within the current and one future period for the module, the summarized totals for the current or future period will not match the transaction detail reports.

To prevent this problem, users with the appropriate security set up can restrict the accounting date to the current and one future period for the Accounts Payable, Accounts Receivable, Inventory Management, Job Cost, Purchase Order, and Sales Order modules.

To restrict the accounting date to the current and one future period

  1. Select Library Master Main menu > Company Maintenance.

  2. Enter a company in the Company code field.

  3. Click the Preferences tab.

  4. Select the Restrict Accounting Date to Current and One Future Period check box. For more information, see Company Maintenance - Fields.

  5. Click Accept.

The accounting date is restricted to the current and one future period.