This function is performed prior to running the Send to Sage Timberline® Office Accounting function.
From the Purchasing menu, select Approve Payment of Purchase Orders.
Select the appropriate job or supplier, and the purchase order on which to change the Accounting date.
Click in the Accounting Date field for the purchase order, and click on the drop-down menu that appears in the Accounting Date field. A calendar displays.
Click on the new Accounting Date.
Click the 
Save button to save the changes or click 
toCancel them. The invoice date and discount date will not change.
When the Use Completion Date for Invoice Date setting is turned on, the user needs to manually change the invoice date.
Click in the appropriate field, and click the drop-down menu
Select the appropriate date. (If the invoice date is changed manually, the payment date and discount date will be recalculated accordingly.)
Click the Save button to save the changes or click toCancel them.
For more information about the Use Completion Date for Invoice Date option, see the topic, Purchasing PO Approval Options.
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Note |
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The Purchasing module will NOT verify that a valid Sage Timberline Office Accounting date has been entered. If an invalid accounting date is entered (i.e. the accounting period that includes the selected accounting date has already been closed), the invoice may reject at the time the Send to Timberline Accounting process is run, or the invoice may not correctly post in Accounts Payable after it is imported. |
When the Use Completion Date for Invoice Date setting is turned off, the user is prompted to overwrite existing invoice dates with the accounting date.
Click No to change ONLY the accounting date for the invoice.
Or, click Yes to make the following changes:
The Accounting date will be changed to the selected date.
The invoice date will be changed to match the new Accounting Date you selected.
The discount date will be recalculated in accordance with the new payment date.
For more information about the Use Completion Date for Invoice Date option, See Purchasing PO Approval Options.
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Note |
|
The Purchasing module will NOT verify that a valid Sage Timberline Office Accounting date has been entered. If an invalid accounting date is entered (i.e. the accounting period that includes the selected accounting date has already been closed), the invoice may reject at the time the Send to Sage Timberline Accounting process is run, or the invoice may not correctly post in Accounts Payable after it is imported. |
Approve Purchase Order in Full
Approve Partial Payment of Purchase Order
Change Accounting Date on Approved Invoice