Open Forum

Customization to restrict transaction date in Journal Transaction Screen

  • 1.  Customization to restrict transaction date in Journal Transaction Screen

    SILVER CONTRIBUTOR
    Posted 27 days ago
    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
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Customization to restrict transaction date in Journal Transaction Screen

    GOLD CONTRIBUTOR
    Posted 27 days ago
    Edited by Jonathan Van Houtte 27 days ago
    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
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 3.  RE: Customization to restrict transaction date in Journal Transaction Screen

    GOLD CONTRIBUTOR
    Posted 27 days ago
    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
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Customization to restrict transaction date in Journal Transaction Screen

    SILVER CONTRIBUTOR
    Posted 27 days ago
    that works perfect, thanks!
    Bill


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

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Customization to restrict transaction date in Journal Transaction Screen

    SILVER CONTRIBUTOR
    Posted 26 days ago
    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
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Customization to restrict transaction date in Journal Transaction Screen

    GOLD CONTRIBUTOR
    Posted 26 days ago
    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
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Customization to restrict transaction date in Journal Transaction Screen

    SILVER CONTRIBUTOR
    Posted 26 days ago
    There you go, another way to work it.  I like it Jon!

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

    Academy - Online Interactive Learning from Experts