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 NVXPDC Document and Posting Date Control


Set the document date or posting date to a defined value when posting a document.
Current Version: 1.0.6.0 as of Business Central 19.

Manual


Creation date: 2024/06/17
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXPDC&L=en


☰ Contents



General

  • App Document and Posting Date Control

Setup

  • Auto. Update Date when Posting Document Setup
    This setup table is for setting up the document types where the selected dates shall be updated, when posting the document...
  • Auto. Update Date in Cards Setup
    This setup table is for setting up the document types where the selected dates shall be updated, when opening the card page of a document...

Tasks

  • Working with the App
    From the searchbar the Auto. Update Date in Cards Setup and the Auto. Update Date when Posting Document Setup can be opened...

Appendix

  • Release Notes

Docs  /  NVXPDC Document and Posting Date Control  /  General
General

The app Document and Posting Date Control provides 2 setup tables, where Document Types can be set-up of which the Posting Date and/or Document Date shall be updated with the value of the current System Date or Work Date.

Docs  /  NVXPDC Document and Posting Date Control  /  Setup
Auto. Update Date when Posting Document Setup

This setup table is for setting up the document types where the selected dates shall be updated, when posting the document.

Fields

Document TypeSpecifies the document type for which this setup applies.
Document DateSpecifies if the document date should be changed.
Posting DateSpecifies if the posting date should be changed.
Shipment DateSpecifies if the shipment date should be changed.
Automatic Date SelectionSpecifies what date should be used to change to.
Validate FieldSpecifies if the date field should be validated.

Supported Document Types

  • Inventory Pick
  • Inventory Put-Away
  • Sales Credit Memo
  • Sales Return Order
  • Sales Shipment

Docs  /  NVXPDC Document and Posting Date Control  /  Setup
Auto. Update Date in Cards Setup

This setup table is for setting up the document types where the selected dates shall be updated, when opening the card page of a document.

Fields

Document TypeSpecifies the document type for which this setup applies.
Posting DateSpecifies if the posting date should be changed.
Automatic Date SelectionSpecifies what date should be used to change to.

Supported Document Types

  • Sales Order
  • Sales Invoice
  • Sales Credit Memo
  • Sales Return Order
  • Purchase Order
  • Purchase Invoice
  • Purchase Credit Memo
  • Purchase Return Order
  • Inventory Pick

Docs  /  NVXPDC Document and Posting Date Control  /  Tasks
Working with the App

From the searchbar the Auto. Update Date in Cards Setup and the Auto. Update Date when Posting Document Setup can be opened. There the user can define which fields of the selected document type shall be updated with either the work date or the current system date.

Docs  /  NVXPDC Document and Posting Date Control  /  Appendix
Release Notes

Would you like to know what has changed in the extension?
Below you'll find an overview of the new features and changes made in the updates. Build-Overview in DevOps

NVXPDC 1.0.6.0

as of Business Central 19
2023/08/16

    Corrections

  • Automatic date changes on pages were not saved correctly.

NVXPDC 1.0.5.0

as of Business Central 19
2023/06/01

    Improvements

  • In the "Auto. Update Date when Posting Document Setup" you can now select if the field should be validated.

NVXPDC 1.0.4.0

as of Business Central 19
2023/04/11

    Modifications

  • The shipment date is now only set in lines that are also delivered.

NVXPDC 1.0.3.0

as of Business Central 19
2023/03/02

    Improvements

  • The "Auto. Update Date when Posting Document Setup" has been expanded to include the "Sales Shipment" document type.
  • The "Auto. Update Date when Posting Document Setup" has been expanded to include the "Shipment Date".

NVXPDC 1.0.2.0

as of Business Central 19
2022/05/09

    Modifications

  • The "Auto. Update Date when Posting Document Setup" has been expanded to include the Sales Credit Memo and Sales Return Order document types.

NVXPDC 1.0.1.0

as of Business Central 19
2022/03/09

    Improvements

  • The setup tables of the app have been renamed to improve the searchability and the additional search terms Auto and Posting Date have been added.
  • The tables Auto. Update Date in Cards Setup has been added to the manual setup in the category General.
  • Modifications

  • The field Document Date has been removed from the table Auto. Update Date in Cards Setup.

NVXPDC 1.0.0.0

as of Business Central 19
2022/03/07

    Initial Version

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