SummaryHelp SummaryA validation rule can prevent posting transactions to future accounting periods. Although Accounting Seed requires future periods to remain open for recurring transactions, teams can limit future posting by adding a validation rule to source transaction objects. The example validation rule is: MONTH (AcctSeed__Accounting_Period__r.AcctSeed__End_Date__c ) > MONTH (Today()) || YEAR (AcctSeed__Accounting_Period__r.AcctSeed__End_Date__c ) > YEAR (Today()). Affected transaction source records include: Financial Suite Only: Account Payable, Billing, Cash Receipt, Cash Disbursement, Journal Entry, Time Card Day. Orders & Inventory Only: Sales Order Inventory Movement, Manufacturing Inventory Movement, Inbound Inventory Movement, Outbound Inventory Movement, Purchase Order Inventory Movement. Note: Applying this rule to Scheduled Revenue and Expense will limit their intended future posting functionality.Body Overview A validation rule can be created to prevent the posting of transactions to future accounting periods. Context: Accounting Seed requires that all future Accounting Periods remain open, this design is very beneficially for our customers who are processing multiple recurring revenue or recurring expense transactions. However if you would like to limit your team from posting transactions in future periods you will want to implement the following technique. Technique: For each of the source transactions you will want to add a validation rule to the object to prevent setting that Accounting Period to one in the future. Here is an example of the validation rule you will need to create on each of the objects listed below: MONTH (AcctSeed__Accounting_Period__r.AcctSeed__End_Date__c ) > MONTH (Today()) || YEAR (AcctSeed__Accounting_Period__r.AcctSeed__End_Date__c ) > YEAR (Today()) Transactions Source Records: Financial Suite Only: Account Payable Billing Cash Receipt Cash Disbursement Journal Entry Time Card Day Orders & Inventory Only: Sales Order Inventory Movement Manufacturing Inventory Movement Inbound Inventory Movement Outbound Inventory Movement Purchase Order Inventory Movement Note: Scheduled Revenue and Expense also creates transactions, however, preventing posts to future periods will make this feature very limited in use as it is intended to post all Revenue or Expense entries out in the future. TitlePrevent Posting in Future PeriodsURL Name2078851267
