List of Accounts Receivable Transactions where Posting Period is Different from Transaction Date

List of Accounts Receivable transactions where Posting Period is different from Transaction Date

 

1. Navigate to Transactions > Management > Saved Searches > New

2. Pull up Transaction Search

3. On the Criteria tab > Standard sub tab > add:

   Account = is any of Accounts Receivable

   Posting = is true

   Formula (Numeric) > Description = is 0 > Formula = DECODE (SUBSTR(TO_CHAR({trandate},'MONTH'),1,3) || ' ' ||TO_CHAR({trandate}, 'YYYY'),UPPER({postingperiod}), 1,0)

4. On the Results tab, click on Remove All and add:

          Type

           Number

           Name

           Date

           Period

           Formula (Numeric) > DECODE (SUBSTR(TO_CHAR({trandate},'MONTH'),1,3) || ' ' ||TO_CHAR({trandate}, 'YYYY'),UPPER({postingperiod}), 1,0)

5. Click Preview