Posting Documents to Future Periods

If you try to post an IRIS Financials Purchasing document into a period that is later than the document date, with the exception of invoices, an error is displayed.

When posting documents to IRIS Financials Purchasing, the rules on posting future dated documents are:

• Only Invoice documents (INV) with a document date earlier than the financial period can be posted
• Requisitions (REQ), Purchase Orders (PORD), and Goods Received Notes (GRN) must have a document date within the financial period they are being posted to

If the document is for a later date, to post it to the correct period, on the detail line, select the down arrow, then select the relevant period.

Older documents can be edited. If you do not have permission to edit documents, to request permission, contact your IRIS Financials administrator.