Modify an A/R Document Date
1. Change System Settings to allow the A/R 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.
- System Configuration (enables the system to allow the change globally)
- User Access Levels (allows specific Users to have access to this permission)
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 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 Receivable ➤ View AR Aging.
- Double-click to open the AR Document that you want to change the date for.
3. Change the Document Date
- You can see the Document Date in the Reference section in the upper-left.
- You can see the Due Date in the Document Info section in the upper-right.
Either of these dates can be changed by simply typing a new date and then clicking OK to save.
The Document Date you see here is the same as the Invoice Date from the original Sales Order.
4. View the Change Log
After changing either the Document Date or Due Date, you can reopen the A/R Document and see that a Change Log button has appeared -- this is the button with the ? symbol. Click this button to see a log of all changes made to this A/R Document (very handy for audit trail purposes!)
