Posting transaction to general ledger...
Discussion Posts
1 - 6 of 6 records
Summary
Posting transaction to general ledger... by KP Stha at 2020/10/22

Hi,

i I tried posting the transaction to general ledger. It says' data is not in a started accounting period for  source section. I am guessing this is because I used today's date. How can I date back all the bills? or I have to create new sales order again with the date suggested like in tutorial.

Thank you in advance.
Re: Posting transaction to general ledger... by Robert Stemmermann at 2020/10/22

Hi,

your used ERP5 system was configured in 2015, which means that it has an open Accounting Period from 01.01.2015 to 31.12.2015. In order to deal with this time difference there are two ways:

  • The easiest way is to date back all bills, orders and documents you create to the open accounting period (2015).
  • As an alternative you can choose to start a new Accounting Period and make sure it would not end during your training phase (e.g. 01.01.2019 - 31.12.2020). There is a little risk involved and maybe some of the documents or steps done in the tutorial may still count to the old Accounting Period as they were implemented before. So therefore any final results may be different than in the tutorial shown.

For further information on how to manage Accounting Periods please refer to:

How to Manage Accountin Periods

Best Regards.
Re: Posting transaction to general ledger... by KP Stha at 2020/10/22

Could you please suggest how to date back all bills, I created an order twice with the date today and date as given on the tutorial, but still I am getting same error saying data is not in a started accounting period. Thank you
Re: Posting transaction to general ledger... by Robert Stemmermann at 2020/10/22

Usually just put in the shippment date within your accounting period in the order.

Can you send a screenshot of the error and check which accounting period you have open? 
Re: Posting transaction to general ledger... by KP Stha at 2020/10/22

This screenshot is my second order which is created by following the  tutorial.

Attachments:
Re: Posting transaction to general ledger... by KP Stha at 2020/10/22

Problem solved thank u