Document Date
The Document Date is a user entered date to be associated with the Financial Document. You can search for Financial Documents based on this date.
Adding / Editing
- When adding a new financial document, the value will initially default to the current date. You can change this to whatever date suits your needs.
- This value can be changed on an INUSE financial document.
- If adding a series of document details using the "/Next" button from the "Details" screen, the value will default to the value of the previous entry's document date.
Copying
When using the Copy button on a Financial Document, you will need to supply the desired Document Date for the new Financial Document.
If the Keep Original Line Item Dates option is checked, this Document Date value will only be copied to the new Financial Document Summary information (all other Detail line item dates will remain the same as they were on the financial document being copied).