Why Posting Period doesn't save in Custrom Transac...
# ask-stanley-ai
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Why Posting Period doesn't save in Custrom Transaction?
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AI generated answer (using internal Slack threads):
The Posting Period in a Custom Transaction may not save due to several reasons: 1. Tax Periods: If you're not closing your Tax periods, the system will assign Tax Period based on Transaction date. So, if you book a Bill today dated January and your tax period for January is still open, that will be the Tax Period assigned even though the Posting period is June. 2. Historical Transactions: Once you save a transaction, it's difficult to modify it in a way that it posts in the right period. If you close the period and try to change the date, it does not change the period. 3. Approval Settings: If your company uses the Require Approvals on Journal Entries preference, the Posting Period field is not available. This means that the posting period will reflect the date of the time sheet, not when it was posted. 4. Entity Field: The posting period will be updated once you set the entity field and not by setting the trandate. If you set the trandate and entity and it still doesn't populate the posting period, there might be an issue. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848382592
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835908651
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83388871
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