This article details troubleshooting tips for the common error of being unable to select a Posting Period when Receiving an Order in the Receiving Center, as seen in Fig.1.
Fig.1 – Posting Period Field, Receiving Order
If a Posting Period cannot be selected, this can be due to there being no active current Inventory Period.
For example, as seen in Fig.2, the current date is 6.12.2019 and the Inventory Cycle for Period 11 has not been started.
As the Inventory Cycle for Period 11 has not been started, and the current date is after the Period Ending Date, this means that there is no active Current Period or Inventory Period.
Fig.2 – Fiscal Calendar Where the Actual Date is past Period 11 End
When an Inventory Cycle for a Fiscal Period has been started, it will display in light blue, see Fig.3.
Fig.3 – Blue Line Displaying a Current Inventory Cycle
Starting the Period Inventory will allow orders to be Received in the previous Inventory Period (Period 11).
To do so:
- Go to Inventory > Start Period Inventory > Run Setup
The orders will now be able to be posted into Period 11, as seen in Fig.4.
Fig.4 – Posting Period Field with Period 11
By default, orders can only be posted into the Period which has been started, and until this Period is closed, the next Period cannot have orders posted into it. The Posting Period field will be unable to be edited (see Fig.5).
In this example, this means that orders cannot be posted into Period 12 until Period 11 is closed.
Fig.5 – Posting Period Greyed Out
To be able to post Orders into the next Period without having to first close the current one, the setting Advance Period on Start Inventory needs to be enabled before closing the previous Inventory Period.
To do so:
- Go to Property > Administration > Property Preferences > Inventory > Enable Advance Period on Start Inventory > Save
Fig.6 – Advance Period on Start Inventory Setting
To be able to enable this setting, an Access Right must first be set to the required User Group.
To set this Access Right:
- Go to Property > Setup > User Groups
- Select the relevant User Group
- Select Inventory in the Main Menu drop-down box
- In the Enter Physical Inventory row, select the . . . icon in the Access Rights column
- Enable Post While Inventory In Progress
Fig. 7 – Post While Inventory In Progress Access Right
For further information on Preparing and Running Period End, please see the following articles: