Issue/Symptom/Question

We have a few invoices that we need to post and generate with an invoice date that is backdated, how can we do that in Penta?

We have a few invoices for which we need to select costs through 2/7/19 but post and create with an invoice date of 1/31/19, how can we do this?

Applies To

Calculate Invoices
Billing and Accounts Receivable> Automated Invoice Processing> Contract Completion - Billing Purposes

Prepare Invoices for Printing
Billing and Accounts Receivable> Automated Invoice Processing> Prepare Invoices for Printing

Complete Invoice Processing
Billing and Accounts Receivable> Automated Invoice Processing> Complete Invoice Processing

Resolution/Fix/Answer

Within the invoicing process you can change both the Invoice and Posting dates to be something other than the Cost Through date.

The Invoice Date is defined on the "Prepare Invoices For Printing" screen.

The Posting Date is defined on the "Complete Invoice Processing" Screen. Note: The period needs to be open to the User back dating a posting date.

Both of the above screens are required as part of the normal invoicing process.

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