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Checking Document Values Before Posting

You can assign a date check to a user in our ERP solution. As a result, before posting orders or invoices, a window is displayed in which certain document values can be verified again and adjusted if necessary. To set up the document value check for a user, proceed as follows:

Note

If you assign a date check to a user, the document dates in the new window may be overwritten depending on your settings. The document dates from the new window are posted regardless of the dates previously entered in the document. Thus, it might be necessary to enter the document dates again in the new window.

  • Use the quick search (ALT+Q) to find the User Setup page.
  • Click in the line of the user to whom you want to assign a document value check.
  • Navigate to the Posting Date Check column. You may have to click Edit List in the menu bar to edit the column.
  • Select whether No Check is carried out or one of the following values should be checked. Depending on the value that you have assigned to a user, the editable fields are prefilled by the system:
Posting Date Check Description
Empty Value No document dates are inserted, the fields are empty. The document dates have to be added manually.
Document Dates The fields are prefilled with the document values that were entered in the document.
Work Date The work date stored in the system is inserted for all document dates. If necessary, the document dates have to be updated.

If you assign one of these values to a user, a window is displayed before posting. In this window, you can check the following document values and adjust them as needed:

Note

The document values Payment Terms Code and Payment Terms Description can no longer be edited. To be able to change these values at a later time, you have to cancel the posting via the Cancel button.

Document Value Description
Document Date This field displays the creation date of the document.
Posting Date This field displays the posting date of the document.
Due Date This field displays the due date of the document.
Payment Discount Date This field displays the date until which a payment discount is granted.
Starting Date This field displays the starting date of a service order. It is only displayed for service orders.
Finishing Date This field displays the finishing date of a service order. It is only displayed for service orders.

You have successfully set up the document value check for a user.