Checking Document Values Before Posting
You can assign a date check to a user. As a result, before posting orders or invoices, a new page opens on which certain document values can be verified again and adjusted if necessary.
If you assign a date check to a user, please take into consideration that the document dates in the new window may be overwritten. The document dates in the new window are the dates that will be posted regardless of the dates that were entered in the document. Thus, it might be necessary to enter the document dates again in the new window.
- Use the quick search in TRASER DMS 365 (Alt+Q) to find the page User Setup.
- The page User Setup is displayed.
- On the page you will find the column Posting Date Check
- To edit this column, click Edit List from the menu bar.
- A new page opens in which you can edit the fields.
The following options can be selected for each user in the Posting Date Check column:
- No Check
- Empty Values
- Document Dates
If you assign one of these values to a user (except for No Check), a new page appears before posting. On this page, you can check the following document values and adjust them if necessary:
- Document Date
- Posting Date
- Due Date
- Payment Discount Date
The document values Payment Terms Code and Payment Terms Description can no longer be edited. To be able to change these values at a later time, you have to cancel the posting via the Cancel button.
Depending on the value that you have assigned to a user, the editable fields will be prefilled by the system.
|Posting Date Check||Description|
|Empty Value||No document dates will be inserted, the fields are empty. The document dates have to be added manually.|
|Document Dates||The fields are prefilled with the document values that were entered in the document.|
|Work Date||The work date that is stored in the system will be inserted for all document dates. If necessary, the document dates have to be updated.|