How to manage invoices
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Summary

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment

Attachments:

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you
From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment


Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment



 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment




Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment





 please check the accounting period of the company.  try to view the steps in the whole picture. if the sales order is not concluded in the current accounting period, then there is no need to do the accounting for the sales order.

From: Ilvija Svilpe

Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment






 I assume, you meant since the company was only created when I registered for ERP5, then that's suppose to be my accounting period. So I just went for this month's dates. Thank you.

From: Xueyun Qian

 please check the accounting period of the company.  try to view the steps in the whole picture. if the sales order is not concluded in the current accounting period, then there is no need to do the accounting for the sales order.

From: Ilvija Svilpe

Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment







 no... i meant that the the shipping date and delivery date of the new sales order that you will create, should be within the accounting period of your company. I saw that the accounting period of your company was 01.01.2015 to 31.12.2015. this period is fine. just make sure your new order will be delivered within this period, not in 2012....

From: Ilvija Svilpe

 I assume, you meant since the company was only created when I registered for ERP5, then that's suppose to be my accounting period. So I just went for this month's dates. Thank you.

From: Xueyun Qian

 please check the accounting period of the company.  try to view the steps in the whole picture. if the sales order is not concluded in the current accounting period, then there is no need to do the accounting for the sales order.

From: Ilvija Svilpe

Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment








Hi Xueyun Qian, 

as per this conversation, i faced the same problem that i could not go further beacuse of shipping date and delivery date.  So as per your solution, i have created new sales order. But in my new sales order i am unable to see the total amount. State is confirmed. Do i need to create new sales order? And how many steps should i follow. Beacuse i tried to set “Product or Service”,  relation to calculate price. But it is not working. 

 Could you please help me 

Thanks,

Vrushali 

 no... i meant that the the shipping date and delivery date of the new sales order that you will create, should be within the accounting period of your company. I saw that the accounting period of your company was 01.01.2015 to 31.12.2015. this period is fine. just make sure your new order will be delivered within this period, not in 2012....

From: Ilvija Svilpe

 I assume, you meant since the company was only created when I registered for ERP5, then that's suppose to be my accounting period. So I just went for this month's dates. Thank you.

From: Xueyun Qian

 please check the accounting period of the company.  try to view the steps in the whole picture. if the sales order is not concluded in the current accounting period, then there is no need to do the accounting for the sales order.

From: Ilvija Svilpe

Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment









 Hi, check your product price. It was set to 0......

From: Unknown User

Hi Xueyun Qian, 

as per this conversation, i faced the same problem that i could not go further beacuse of shipping date and delivery date.  So as per your solution, i have created new sales order. But in my new sales order i am unable to see the total amount. State is confirmed. Do i need to create new sales order? And how many steps should i follow. Beacuse i tried to set “Product or Service”,  relation to calculate price. But it is not working. 

 Could you please help me 

Thanks,

Vrushali 

 no... i meant that the the shipping date and delivery date of the new sales order that you will create, should be within the accounting period of your company. I saw that the accounting period of your company was 01.01.2015 to 31.12.2015. this period is fine. just make sure your new order will be delivered within this period, not in 2012....

From: Ilvija Svilpe

 I assume, you meant since the company was only created when I registered for ERP5, then that's suppose to be my accounting period. So I just went for this month's dates. Thank you.

From: Xueyun Qian

 please check the accounting period of the company.  try to view the steps in the whole picture. if the sales order is not concluded in the current accounting period, then there is no need to do the accounting for the sales order.

From: Ilvija Svilpe

Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment










Hi

When i try to do this step -  click at wheel “Product or Service”, and set relation After you have saved the change in the Product and Service field, you will find out that the Price of your product and the Base contribution are updated automatically according to the price set in the Product document . 

But in my case product price is not updated automatically.

I set the product price.  

From: Xueyun Qian

 Hi, check your product price. It was set to 0......

From: Unknown User

Hi Xueyun Qian, 

as per this conversation, i faced the same problem that i could not go further beacuse of shipping date and delivery date.  So as per your solution, i have created new sales order. But in my new sales order i am unable to see the total amount. State is confirmed. Do i need to create new sales order? And how many steps should i follow. Beacuse i tried to set “Product or Service”,  relation to calculate price. But it is not working. 

 Could you please help me 

Thanks,

Vrushali 

 no... i meant that the the shipping date and delivery date of the new sales order that you will create, should be within the accounting period of your company. I saw that the accounting period of your company was 01.01.2015 to 31.12.2015. this period is fine. just make sure your new order will be delivered within this period, not in 2012....

From: Ilvija Svilpe

 I assume, you meant since the company was only created when I registered for ERP5, then that's suppose to be my accounting period. So I just went for this month's dates. Thank you.

From: Xueyun Qian

 please check the accounting period of the company.  try to view the steps in the whole picture. if the sales order is not concluded in the current accounting period, then there is no need to do the accounting for the sales order.

From: Ilvija Svilpe

Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment











Attachments:

 Hi, that's because you didn't update the price of the product you created. From sale order, if you open the "action" dropdown menu, you can see "reset prices", after you reset the prices, you will automatically get the new total price. I have done this step for you, please proceed.

From: Vrushali Kulkarni

Hi

When i try to do this step -  click at wheel “Product or Service”, and set relation After you have saved the change in the Product and Service field, you will find out that the Price of your product and the Base contribution are updated automatically according to the price set in the Product document . 

But in my case product price is not updated automatically.

I set the product price.  

From: Xueyun Qian

 Hi, check your product price. It was set to 0......

From: Unknown User

Hi Xueyun Qian, 

as per this conversation, i faced the same problem that i could not go further beacuse of shipping date and delivery date.  So as per your solution, i have created new sales order. But in my new sales order i am unable to see the total amount. State is confirmed. Do i need to create new sales order? And how many steps should i follow. Beacuse i tried to set “Product or Service”,  relation to calculate price. But it is not working. 

 Could you please help me 

Thanks,

Vrushali 

 no... i meant that the the shipping date and delivery date of the new sales order that you will create, should be within the accounting period of your company. I saw that the accounting period of your company was 01.01.2015 to 31.12.2015. this period is fine. just make sure your new order will be delivered within this period, not in 2012....

From: Ilvija Svilpe

 I assume, you meant since the company was only created when I registered for ERP5, then that's suppose to be my accounting period. So I just went for this month's dates. Thank you.

From: Xueyun Qian

 please check the accounting period of the company.  try to view the steps in the whole picture. if the sales order is not concluded in the current accounting period, then there is no need to do the accounting for the sales order.

From: Ilvija Svilpe

Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment












Hi Xueyun Qian

 Hi, thanks for the help. I still have one more problem. When i see the related sale packing list- the price column shows 0.00

Could you please help me.

Thanks Vrushali. 

Hi, that's because you didn't update the price of the product you created. From sale order, if you open the "action" dropdown menu, you can see "reset prices", after you reset the prices, you will automatically get the new total price. I have done this step for you, please proceed.

From: Vrushali Kulkarni

Hi

When i try to do this step -  click at wheel “Product or Service”, and set relation After you have saved the change in the Product and Service field, you will find out that the Price of your product and the Base contribution are updated automatically according to the price set in the Product document . 

But in my case product price is not updated automatically.

I set the product price.  

From: Xueyun Qian

 Hi, check your product price. It was set to 0......

From: Unknown User

Hi Xueyun Qian, 

as per this conversation, i faced the same problem that i could not go further beacuse of shipping date and delivery date.  So as per your solution, i have created new sales order. But in my new sales order i am unable to see the total amount. State is confirmed. Do i need to create new sales order? And how many steps should i follow. Beacuse i tried to set “Product or Service”,  relation to calculate price. But it is not working. 

 Could you please help me 

Thanks,

Vrushali 

 no... i meant that the the shipping date and delivery date of the new sales order that you will create, should be within the accounting period of your company. I saw that the accounting period of your company was 01.01.2015 to 31.12.2015. this period is fine. just make sure your new order will be delivered within this period, not in 2012....

From: Ilvija Svilpe

 I assume, you meant since the company was only created when I registered for ERP5, then that's suppose to be my accounting period. So I just went for this month's dates. Thank you.

From: Xueyun Qian

 please check the accounting period of the company.  try to view the steps in the whole picture. if the sales order is not concluded in the current accounting period, then there is no need to do the accounting for the sales order.

From: Ilvija Svilpe

Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment













 If you enconter a problem, please try to solve it by yourself first, try to find the reasons and logic behind the problem. If the price is 0.00, what do you think can cause this?


From: Unknown User

Hi Xueyun Qian

 Hi, thanks for the help. I still have one more problem. When i see the related sale packing list- the price column shows 0.00

Could you please help me.

Thanks Vrushali. 

Hi, that's because you didn't update the price of the product you created. From sale order, if you open the "action" dropdown menu, you can see "reset prices", after you reset the prices, you will automatically get the new total price. I have done this step for you, please proceed.

From: Vrushali Kulkarni

Hi

When i try to do this step -  click at wheel “Product or Service”, and set relation After you have saved the change in the Product and Service field, you will find out that the Price of your product and the Base contribution are updated automatically according to the price set in the Product document . 

But in my case product price is not updated automatically.

I set the product price.  

From: Xueyun Qian

 Hi, check your product price. It was set to 0......

From: Unknown User

Hi Xueyun Qian, 

as per this conversation, i faced the same problem that i could not go further beacuse of shipping date and delivery date.  So as per your solution, i have created new sales order. But in my new sales order i am unable to see the total amount. State is confirmed. Do i need to create new sales order? And how many steps should i follow. Beacuse i tried to set “Product or Service”,  relation to calculate price. But it is not working. 

 Could you please help me 

Thanks,

Vrushali 

 no... i meant that the the shipping date and delivery date of the new sales order that you will create, should be within the accounting period of your company. I saw that the accounting period of your company was 01.01.2015 to 31.12.2015. this period is fine. just make sure your new order will be delivered within this period, not in 2012....

From: Ilvija Svilpe

 I assume, you meant since the company was only created when I registered for ERP5, then that's suppose to be my accounting period. So I just went for this month's dates. Thank you.

From: Xueyun Qian

 please check the accounting period of the company.  try to view the steps in the whole picture. if the sales order is not concluded in the current accounting period, then there is no need to do the accounting for the sales order.

From: Ilvija Svilpe

Sorry I did not get then which date do I need to use in my new sales order? Thank you

From: Xueyun Qian

 Hi, your sales order date is not within the accounting period of your company.. thats why it can not proceed.. the date you set for shipping was in 2012...

I have created a new sales order to test, it works fine. just created a new sales order then proceed with the rest of the steps. leave the old one there.

From: Ilvija Svilpe

Anyone? Who has passed this tutorial...thank you

Meaning to today's date? When I changed date to today, I cannot anymore post to general ledger (no such an option), moreover, it shows now that I have - Causality State - Diverged (when today's date is there). Can you please advise me which date do I have to choose? How do I judge that? Thank you

From: Xueyun Qian

 Hi,yes you have to change your accounting period to adapt the date.

From: Ilvija Svilpe

Hi,

Date is not in a started Accounting Period for source section - got this message when tried to post transaction to general ledger. Do I need to change Accounting operation date? Pls see the attachment