Feature Explained: Invoice Receipt Date

Microsoft Dynamics GPBack in 2017, regulations in the UK changed so that business of a certain minimum size, had to start recording the date an invoice was received. To support this new regulation, Microsoft introduced a new Invoice Receipt Date field to a number of windows in the Purchasing series. This new field was introduced in the July 2017 hotfix.

The presence of this field does not seem especially well-known, so I figured I do a quick post covering where it is and how it would be used.

The Invoice Receipt Date has been added to the Date Entry windows for the three types of transaction:

  • Payables Transaction Entry (Purchasing area page » Transactions » Transaction Entry)
  • Receivings Transaction Entry (Purchasing area page » Transactions » Receivings Transaction Entry)
  • Purchasing Invoice Entry (Purchasing area page » Transactions » Enter/Match Invoice)

Taking Payables Transaction Entry as an example, to access the Payables Date Entry field, click the expansion arrow next to the Doc. Date field:

Payables Transaction Entry

The Invoice Receipt Date will default to the same date as the Doc. Date field on the main window, but can be overridden to the required date:

Payables Date Entry

Click OK to save the changed date and close the Payables Date Entry window.

Unfortunately, adding the field to the transaction entry windows is as far as Microsoft has gone; there are no default SmartList objects which have the new field available to them and the fields are not available to either Integrating Manager or eConnect. So, to report on these fields, you will need to create a custom report using something like SmartList Designer.

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