For invoices in edoc invoice cockpit, you can determine which date is set as the posting date of an invoice.
You have the following options to specify the source of the posting date:
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Current date: the current date.
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Posting date: date on which the workflow for an invoice was completed in edoc invoice (default setting). If there is no posting date, the current date is displayed.
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Invoice date: date of the invoice from edoc invoice. If there is no invoice date, the current date is displayed.
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Service date: The service date from edoc invoice. If there is no service date, the posting date is displayed.
Before you start
Before you change the value for the posting date in edoc invoice cockpit, discuss with the responsible posting team which date is relevant for your work processes.
Suppose you want to set the posting date of an invoice in edoc invoice cockpit to the invoice date of the invoice.
Here's how
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In the navigation bar, click on edoc invoice cockpit > Setup > Bases > Parameters.
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Open the Invoice section.
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In the Posting date field, select the entry Invoice date, for example.
The invoices now show the invoice date of the respective invoice in the edoc invoice cockpit overview in the Posting date column.
Things to know about the alternative posting date
However, if you set the posting date to the service date, you should specify an alternative posting date. If the service date field has not been transferred, the alternative posting date is used. In this way, you ensure that the invoice is always processed correctly.
If you do not specify an alternative posting date, but the service date is not transferred, the current date is used as the posting date.