Ask Michelle, # 2
Q. How do I change a posting date in CHARTS?
A. A posting date can be changed for AR, AP, GL, or PF. To do this, go to SY, 5. From that menu, choose the appropriate screen. For example, if you want to change a posting date in AR, go to number 1.
When the screen comes up, fill in any necessary
information to bring up the records that you are looking for.
Try to put in as much information as you can, so that the system only
chooses the correct records. For example, if you know the posting dates and the
service dates of the records with the wrong posting date, then enter both sets
of dates.
After you press ENTER, the following screen appears:
|
ACCOUNTS RECEIVABLE REPORT GENERATOR
(Special Functions)
Delete Records : N
Change Posting Date: Y
New Date: XX/XX/XX
Preliminary or Actual Listing (P/A): P |
Make sure the screen is initialized as it appears above. At New Date type the correct posting date. Press enter, and you will get a print out of all the records that you picked. (Note: the date will not be changed yet. It will still be showing you the incorrect date, since this is only a preliminary listing.)
Now the screen will have an A blinking by Preliminary or Actual Listing (P/A).
If all the records you were looking for showed up on the print out, then press ENTER. The posting dates of those records will be changed to the date that you put in by New Date.Note: This screen can also be used to delete records. Always use "p" for preliminary first. Once deleted, records cannot be restored. USER DISCRETION IS ADVISED.