D365 – BC – “For a Better Tomorrow #2” – Document Date & Due Date
Hello everyone,
Today I was notified that, document date and due date are not changing in accordance with the posting date in the sales order.
I created a new sales quote on 05/08/2023 (DD/MM/YYYY) for a customer who has 1 month credit (based on payment terms in customer card) and subsequently it is converted to a sales order on 05/09/2023.
When a new sales order is created, the posting date is updated correctly as 05/09/2023. But Business Central doesn’t re-calculate document date, so that Due Date. In the above scenario, Document Date and Due Date are kept as same as Sales Quote which should be 05/09/2023 & 05/10/2023 respectively. Further, system allows user to post the sales order without any confirmation or warning messages.
If a company uses Due Date to calculate Financial Charges and sending reminders to customers, it will lead to some serious issue in terms of customer relationship. Further, it will have significant impact on Aged Accounts Receivable report as well.
Current Treatment:
Keep “No Date” in default posting date field in the Sales & Receivable setup. So that, User will prompt to update the posting date in the document while posting. When the user updates the posting date, document date and due date will be re-calculated.
I have created an idea in Microsoft platform for this. Considerable votes will make reach the idea to MS Development team. If you feel my idea will help to follow best practice for a client, please throw a vote (link below)
Collaborated with: Magiltharan Sivarajah