Do not let users in Expense Management enter an invoice date that is not in an open fiscal period

When users go into Expense Management to submit an invoice, they are currently able to choose an invoice date that is not in an open fiscal period. So that by the time the final approval happens, it has to be rejected because it will not be able to flow into the system as an invoice. There needs to be an error prompt that stops the user from entering an invoice date that is not in an open fiscal period.

  • Cliff Hastings
  • Apr 5 2024
  • No Status
Expense Management
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  • Jean Hammond commented
    28 May 18:19

    In DB view you could use the invoice date to be what it is, regardless of the posting date. The restriction is the posting date had to be in an open period. We cant do that in NXT- invoice date must be in an open period, otherwise the invoice is rejected. In order to maintain the integrity of an invoice which is dated in a closed period, you must enter the invoice with a date in the open period, in order to get it approved in expense management, then after the invoice is approved, go back to payables/invoices - change the date to agreed to the invoice. This is inefficient.

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