What are document dates?

Up to four document dates can optionally be held on each ledger transaction. They are used to record the date on which a document should be printed for a transaction, or subsequently to record when the document was printed.

Document dates can be used as the basis for selecting transactions so that you can print corresponding date-related documents, such as debt chasing letters.

You can configure Payment Terms to calculate document dates based on other dates, for example, you might calculate Document Date 1 by adding thirty days to the transaction's due date. If you specify the code of your new payment terms group in a customer or supplier record, the document dates are automatically calculated and included in ledger transactions for that customer or supplier.

Document dates may also be entered manually in Ledger Entry (LEN), providing the document date fields have been previously included in the ledger entry form using Form Designer (FRD).

You can use Account Documents to select transactions by their document dates, and to print the corresponding documents for those transactions.