Modify an AR Document Date
1. Change System Settings to allow the AR Document Date to be modified.
Prior to actually changing the document date, there are a couple of settings that need to be enabled to allow a User to change the date.
- (1.1) System Configuration (enables the system to allow the change)
- (1.2) User Access Levels (enables specific Users to have the permission to change the date)
1.1. System Configuration setting
- Navigate to Administration ➤ System Configuration and find the Accounts Receivable Group (hint: it's near the top of the list!)
- Double-click the setting for Allow AR Doc Date Change and set the Value to True.
- Click OK to save the System Configuration settings.
1.2. User Access Levels setting
- Navigate to Administration ➤ User Access Levels, open the User record [for the User(s) who you want to allow to change the document date] and click on the System Access tab.
- In the Other Settings section, double-click the setting for Allow AR Doc Date Change and set the Value to True.
- Click OK to save the User Access settings.
2. Open the View AR Aging window
Now that the settings have been changed to allow the ability to modify the AR Document Date, you can proceed to the AR Aging window.
- Navigate to Accounts Payable ➤ View AR Aging.
- Double-click to open the AR Document that you want to change the date for.
3. Change the AR Document Date
You can see the Document Date in the upper-left section; it is the same as the Invoice Date that was used when the Sales Order was originally created.
3.1. Change the AR Document Date
- Type in the new Document Date.
- Click OK to save your change.
Tip: You can also change the Due Date in the same manner!
4. View the Change Log
After changing either the Document or Due Date, you can reopen the AR Document and see that a Change Log button (?) has appeared. Click this button to see a log of all changes made to this AR Document (very handy for audit trail purposes!)
4.1. View the Change Log
This log records all of the date change activity for the AR Document.