Open Forum

Does anyone have a customization that governs the valid transaction dates in the Journal Transaction screen.  We have many times when a user is keying and inadvertently types an incorrect year i.e. 10/01/2001 rather than 10/01/2020.  Restricting the year is the biggest issue.   Of course it is an oversight that could be caught with a second glance but it does get missed on occasion.  The issue is the way it is posted in Cash Manager and having these transactions hang out of order in the Daily Cash Balance and reconciliations.

Any thoughts?
Thank you
​

------------------------------
Bill Welch
Just Dough It, Inc
Camdenton MO
------------------------------

You could do something like this:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", MB_OK, "Different Year")
    Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY
------------------------------

Oops, that doesn't let one override if it's supposed to be a different year. Try this instead:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", 257, "Different Year")
    If MessResponse() = IDCANCEL Then Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY
------------------------------

Original Message:
Sent: Nov 05, 2020 01:25 PM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

You could do something like this:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", MB_OK, "Different Year")
    Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY
------------------------------

that works perfect, thanks!
Bill
​

------------------------------
Bill Welch
Just Dough It, Inc
Camdenton MO
------------------------------

Original Message:
Sent: Nov 05, 2020 01:58 PM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

Oops, that doesn't let one override if it's supposed to be a different year. Try this instead:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", 257, "Different Year")
    If MessResponse() = IDCANCEL Then Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY

Original Message:
Sent: Nov 05, 2020 01:25 PM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

You could do something like this:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", MB_OK, "Different Year")
    Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY
------------------------------

You might want to consider wrapping Jonathan's code to check for initialize mode and not run the check when it's turned on so they can backdate if needed.  Unless of course your crew is in the habit of running in init mode regularly.  I've also done things like this with visual indicators in the past like a red bar that shows up on the screen when they enter a bad date so they get the feedback, but aren't forced.

Joe

------------------------------
Joe Miller
Director of Systems Architecture
Harrison, Walker & Harper
Paris TX
------------------------------

Original Message:
Sent: Nov 05, 2020 05:11 PM
From: Bill Welch
Subject: Customization to restrict transaction date in Journal Transaction Screen

that works perfect, thanks!
Bill
​

------------------------------
Bill Welch
Just Dough It, Inc
Camdenton MO

Original Message:
Sent: Nov 05, 2020 01:58 PM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

Oops, that doesn't let one override if it's supposed to be a different year. Try this instead:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", 257, "Different Year")
    If MessResponse() = IDCANCEL Then Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY

Original Message:
Sent: Nov 05, 2020 01:25 PM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

You could do something like this:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", MB_OK, "Different Year")
    Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY
------------------------------

The change I made was to allow one to do that. It has two buttons, OK and Cancel, on the message box (with the Cancel button the default). If the user presses the OK button, the original, off-year date is retained.

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY
------------------------------

Original Message:
Sent: Nov 06, 2020 10:32 AM
From: Joe Miller
Subject: Customization to restrict transaction date in Journal Transaction Screen

You might want to consider wrapping Jonathan's code to check for initialize mode and not run the check when it's turned on so they can backdate if needed.  Unless of course your crew is in the habit of running in init mode regularly.  I've also done things like this with visual indicators in the past like a red bar that shows up on the screen when they enter a bad date so they get the feedback, but aren't forced.

Joe

------------------------------
Joe Miller
Director of Systems Architecture
Harrison, Walker & Harper
Paris TX

Original Message:
Sent: Nov 05, 2020 05:11 PM
From: Bill Welch
Subject: Customization to restrict transaction date in Journal Transaction Screen

that works perfect, thanks!
Bill
​

------------------------------
Bill Welch
Just Dough It, Inc
Camdenton MO

Original Message:
Sent: Nov 05, 2020 01:58 PM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

Oops, that doesn't let one override if it's supposed to be a different year. Try this instead:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", 257, "Different Year")
    If MessResponse() = IDCANCEL Then Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY

Original Message:
Sent: Nov 05, 2020 01:25 PM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

You could do something like this:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", MB_OK, "Different Year")
    Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY
------------------------------

There you go, another way to work it.  I like it Jon!

------------------------------
Joe Miller
Director of Systems Architecture
Harrison, Walker & Harper
Paris TX
------------------------------

Original Message:
Sent: Nov 06, 2020 10:43 AM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

The change I made was to allow one to do that. It has two buttons, OK and Cancel, on the message box (with the Cancel button the default). If the user presses the OK button, the original, off-year date is retained.

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY

Original Message:
Sent: Nov 06, 2020 10:32 AM
From: Joe Miller
Subject: Customization to restrict transaction date in Journal Transaction Screen

You might want to consider wrapping Jonathan's code to check for initialize mode and not run the check when it's turned on so they can backdate if needed.  Unless of course your crew is in the habit of running in init mode regularly.  I've also done things like this with visual indicators in the past like a red bar that shows up on the screen when they enter a bad date so they get the feedback, but aren't forced.

Joe

------------------------------
Joe Miller
Director of Systems Architecture
Harrison, Walker & Harper
Paris TX

Original Message:
Sent: Nov 05, 2020 05:11 PM
From: Bill Welch
Subject: Customization to restrict transaction date in Journal Transaction Screen

that works perfect, thanks!
Bill
​

------------------------------
Bill Welch
Just Dough It, Inc
Camdenton MO

Original Message:
Sent: Nov 05, 2020 01:58 PM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

Oops, that doesn't let one override if it's supposed to be a different year. Try this instead:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", 257, "Different Year")
    If MessResponse() = IDCANCEL Then Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY

Original Message:
Sent: Nov 05, 2020 01:25 PM
From: Jonathan Van Houtte
Subject: Customization to restrict transaction date in Journal Transaction Screen

You could do something like this:

Private Sub ctrandate_Chk(ChkStrg As String, retval As Integer)
  If Year(CDate(Format$(ChkStrg, "00-00-0000"))) <> Year(Now) Then
    Beep
    Call MessBox("Re-check the year.", MB_OK, "Different Year")
    Call ApplSetfocus("ctrandate")
  End If
End Sub

------------------------------
Jonathan Van Houtte
Architect
XLstatements, LLC
Clifton Park NY
------------------------------