Change Date Applied

Explanation

Use this activity to change transaction dates for non-inventory part transactions. Changing the transaction date can be useful if a transaction must be moved to a previous statistical or accounting period. Perhaps the issue or receipt was actually performed yesterday but has remained unregistered in the system; in the meantime, the period could have changed.

Prerequisites

• The status in the Status column must be Created.
• The transaction must not have been transferred to IFS Financials, and it must be correct.
• The transaction must not be included in the inventory statistics.
• The new date of the transaction can be earlier or later than the original date, but it must not be earlier than the last date the inventory statistics were updated or later than sysdate.
• The new date may not belong to an accounting period that has already been closed.
• A supplier invoice may not have been matched against the purchase receipt.
• The date for a reverse transaction must not be earlier than the original transaction.

System Effects

• As a result of this activity, a specific transaction date is changed.
• If the date for a purchase receipt cancellation transaction is moved forward, and if the existing Closed Date is a date before the new Date Applied, then the system will move the Closed Date for the purchase order receipt. This is to avoid the purchase order receipt record from being removed too early from the report used to reconcile the account for Delivered, not invoiced.

Window

Purchase Transactions History

Related Window Descriptions

Purchase Transactions History

Procedure

1. Open the Purchase Transactions History window.
2. Populate or query for the required part. For non-inventory parts, query by part description.
3. The associated transactions will appear in the table.
4. Select the required transaction which you need to modify the date, right-click and then click Modify Date Applied.
5. In the Change Date Applied dialog box, enter the new date.
6. Click OK.