bcquality/microsoft/knowledge/finance/change-ledger-due-dates-through-entry-edit.md
Jesper Schulz-Wedde 07e324ddbc
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Add source-verified Finance knowledge and review domain (#57)
* Add Finance posting domain-knowledge pilot

Adds three atomic domain-rule knowledge files under community/knowledge/finance/ as a pilot for Type-A (normative) Business Central domain knowledge: post through the posting engine, treat posted ledger entries as immutable, and treat the Dimension Set ID as the source of truth for dimensions. Includes a good/bad AL sample pair for the posting rule.

These encode BC-specific invariants that LLMs reliably get wrong, fitting the existing remedial/atomic knowledge grain with no schema or contract changes. Passes the repo frontmatter validator and is discovered by the knowledge index.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* Clarify editable operational fields on posted ledger entries

Addresses review feedback from @JeremyVyska on PR #57: the immutability rule applies to financial content, not the whole entry. Reframes the Description around financial content and gives the operational-field exception (payment/application data, on-hold, applies-to, communication fields edited via CustEntry-Edit/VendEntry-Edit and the ledger entry pages) its own paragraph in Best Practice instead of understating it as a narrow set.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* Expand Finance pilot into a source-verified review domain

Move Finance knowledge to the Microsoft-owned layer, add nine scoped rules with eighteen AL samples, and register bounded Finance review with complete paired evaluation coverage.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Fix Finance review applicability and ownership boundaries

Remove application-area gating and later VAT-field dependencies, align dynamic shared conventions, separate SCM ownership, and keep journal examples focused on the intended invariant.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Remove logo branding (#194)

Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Add title and description to README

* Add foundational AL developer knowledge (#195)

Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Clarify locale-safe DateFormula Evaluate inputs (#193)

* Clarify locale-safe DateFormula Evaluate inputs

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Normalize DateFormula article sections

Keep the analyzer-gap explanation in Description and its scoped probe evidence in References, without a novel Validation section. Normative guidance and fixtures are unchanged.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

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Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Add SCM functional knowledge domain (#192)

* Add SCM functional knowledge domain

Introduce nine source-backed rules with original AL sample pairs, bounded SCM review routing, and complete positive/clean evaluation coverage.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

* Normalize SCM knowledge and review ownership

Align article and AL sample conventions, keep BC facts separate from review mechanics, and clarify reciprocal Finance ownership without bespoke shared test assertions.

Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

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Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>

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Co-authored-by: Jesper Schulz-Wedde <jesper.schulzwedde@microsoft.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-09-21 10:20:41 +02:00

2.7 KiB

bc-version domain keywords technologies countries application-area
all
finance
due-date
initial-entry-due-date
cust-entry-edit
vend-entry-edit
detailed-ledger-entry
aging
al
w1
all

Change posted customer/vendor due dates through the entry-edit workflow

Description

A posted customer or vendor due date is supported editable operational data, but it is also represented by Initial Entry Due Date on related detailed ledger entries. Validating Due Date and calling Modify(true) on the main entry does not perform all synchronization done by "Cust. Entry-Edit" or "Vend. Entry-Edit". The main entry and due-date-based analysis can otherwise disagree.

Best Practice

Fetch the existing entry, validate the proposed Due Date, and pass the changed record to the corresponding entry-edit codeunit, as the standard ledger pages do. Field validation enforces entry-state rules; the editor persists the supported change and synchronizes related detailed entries. Preserve both steps rather than treating table triggers as equivalent to the edit workflow.

This is a due-date synchronization rule, not a prohibition on all operational edits after posting. Exclude temporary buffers, extension-only fields, supported editor internals, and code that demonstrably performs the equivalent synchronization under the supported workflow. Check the actual table/routine instead of assuming every *Entry-Edit accepts the same fields.

See sample: change-ledger-due-dates-through-entry-edit.good.al.

Anti Pattern

Change Due Date on an existing non-temporary Cust. Ledger Entry or Vendor Ledger Entry and persist it with Modify, Modify(true), or ModifyAll without the edit workflow or equivalent related-entry update. A preceding Validate("Due Date", ...) is not sufficient evidence of synchronization.

See sample: change-ledger-due-dates-through-entry-edit.bad.al.

References