Dynamics 365 Business Central – Considerations for Document Date and Posting Date when posting Sales Invoices from a Sales Order

Dynamics 365 Business Central

Sales Orders in Business Central require updating Document Date and Posting Date prior to posting Sales Invoice to avoid reconciliation issues.
Document Date on Sales Order becomes the Invoice Date while Posting Date is used for ledger entries.
Defaulting dates on Sales Orders can lead to incorrect entries if not manually updated.
Sales Setup options like Posting Date Check and Default Posting Date can help prevent errors.
Linking Document Date to Posting Date can ensure both dates are updated simultaneously.
Invoicing from Sales Invoice page can reduce errors by using Work Date for invoice creation.
Combine Shipments feature allows for entering a Posting Date defaulted from the Work Date.
Understanding the importance of Document Date and Posting Date is critical to avoid posting errors in Sales Orders in Business Central.

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