Dear Team,

I have a problem, before upgrading I could add an invoice with a specific date and then add (items) lines as I wish and they would all be the date of the invoice.

However now ...I create an invoice with an earlier date, but the lines are all being saved with the current date.

Thus Invoice Date is March 4, 2013 and today being
March 7, 2013 so all lines are now stored as March 7, 2013.

This creates a problem for the reports we run which are based on the line information.

Is there a way to set the Item Date entered to be similar to the date of the invoice.

Hope you understand my situation, this is causing me big problem with reports which my client gets paid from insurance companies which are date sensitive.

Hi Edward

Assuming the invoice date is the same for the whole batch of invoices...

Launch Invoices using the invoice date as the system date. "Move" the batch of invoices over to Archives, then run Maintenance | Update Archive Batches, select the batch range, check off the box Item dates, and Process. It will mass update the item dates to match the system date. Then restore them to Invoices without revising the date fields or document number.

Steve

Hi Edward,

Adding details to invoices defaults the Item Date to the date you signed into Adagio Invoices, rather than the Invoice Date. This is how Adagio Invoices worked in the Version 8.x days, and then when Invoices 9.0A was released the Item Date defaulted to the invoice date. Then the default item date got changed back to the session date in Feb 2011 - interestingly enough based on a request from the Adagio Wizard above.

So if you want to default item dates to something other than today, you should sign into Adagio Invoices with the date you want to assign the invoices (and the respective items), such as Mar 4/2013 in your example.

Yes, it was I who suggested that the 9.0A method was problematic. The more common use of the date field on an item is to NOT use the invoice date, but rather today's date.

Edward, if you want your reports to show the invoice date, why not just use the invoice date itself, instead of the item date? I think changing the reports would be the ultimate solution.

Steve

Hi Steve and Softrak,

I do not know where to begin.

The reports are very complex and took months to build and get right.
The Crystal Report person I contract to write these reports are not cheap.
He told me to ask "QIW90 History Detail.Date" is what is now used what should then be used.

HOW DO I GET BACK TO THE VERSION WITHOUT THIS CHANGE.
The invoice date can not be (before or after) the line items, if we were using a POINT OF SALE this change would be logical, but an invoicing software that persons are keying data after the fact "MUST" allow the user to enter on the premise that all lines will be the date of the invoice.

This change has created a fire storm for all my reports and worst the end of month where the shipment batch lines will have the following months date.

So it is not only the Invoice Module Reports but the inventory as well.

HOW DO I GET BACK TO THE INVOICE MODULE VERSION WITHOUT THIS CHANGE.

Regards

Hi Edward

You can begin by emailing me one of the reports. It's a fairly simple change to use the invoice date field instead of the item date field.

You can also do what I suggested in my first reply, using the Update Archive Batches function.

The item date has nothing to do with inventory. Inventory uses the invoice date when importing shipments from Invoices.

For the normal Invoices user, if they are going to bother entering an item date, they will most likely want it to be different than the invoice date. Otherwise, there's no point to using the field. So your use is non-standard. The most typical example is to put labor charges on an invoice.

I can't answer the question about going back, it's the absolute last option and not something I would ever recommend.

Steve
steve@sschwartzcpa.com