I have had to workflow setting the transaction date from Picked/Packed to Shipped in the past to get it in the correct period
l
Luis
07/15/2020, 9:59 PM
Does it work even if the period is already closed?
k
KevinJ of Kansas
07/15/2020, 10:02 PM
Uh... I don't know remember.
KevinJ of Kansas
07/15/2020, 10:02 PM
I might have made it a scheduled workflow to push it into current date. Or I might have made it happen when they pressed the ship button - I can't recall and I don't have access to that account anymore to look.
KevinJ of Kansas
07/15/2020, 10:03 PM
I wasn't really involved in that project much out side of "hey this isn't quite right" things. So I was in and out on it.