We have a workflow (before record load) that sets the value of the Date field to yesterday on specific transaction types.
The problem is that it doesn't automatically change the posting period like it does when you manually change the date. For example, today (October 1st), the date defaulted to yesterday (Sept 30th) but the posting period remained Oct 2024. This caused error when saving an inventory-affecting transaction.
Is it possible to set the posting period based on yesterday's date in a workflow?