The client needs to edit the posting period of a transaction record using a specific role but finds that the Posting period field cannot be edited. Here is how to resolve the issue:
Check Accounting Preferences:
- Navigate to Accounting Preferences.
- Under the General subtab, locate the field labeled “ALLOW TRANSACTION DATE OUTSIDE OF POSTING PERIOD”.
- Set this field to “Allow” and save the changes.
Verify Transaction Approval Status:
- Ensure that the transaction is approved. Note that the posting period cannot be changed if the transaction is pending approval or has been rejected.
Check User Permissions:
- Confirm that the user has the ability to approve transactions. Only users who can set the transaction status to Approved can change the posting period.
By following these steps, the client should be able to edit the posting period for the required transactions using the specified role.