Changing the Default Date on Customer Options Records

When you select the Bill To Customer, Ship To Customer, or Sold To Customer check box on the General Info page for a customer, the system automatically builds a corresponding Options record (CUST_OPTION) in the background. The Receivables Update Application Engine process (ARUPDATE) requires valid Options records to process each of these customer types.

By default, the system automatically populates option records with an effective date of the current date when you create an Options record. If you need to post receivables transactions with an earlier accounting date than the default effective date, you can change the default effective date to January 1, 1900, to ensure that the Receivables Update process finds a valid Bill To Options record to process the customer. To change the default date to January 1, 1900, make the following PeopleCode modifications.

Bill To Customer Options

To change Bill To Customer options using CUST_OPTION. CUST_ID.RowInsert PeopleCode:

Change the following code:

/* Default to the current date */
CUST_OPTION.EFFDT = %Date;

To this:

/* Default to '1900/01/01' */
CUST_OPTION.EFFDT = Date3(1900, 1, 1);

Ship To Customer Options

To change Ship To Customer options using CUST_SHIPTO_OPT.EFFDT/FieldDefault PeopleCode:

Change the following code:

…
When-Other
  CUST_SHIPTO_OPT.EFFDT = %Date;
End-Evaluate;

To this:

…
When-Other
  CUST_SHIPTO_OPT.EFFDT = Date3(1900, 1, 1);
End-Evaluate;

Sold To Customer Options

To change Sold To Customer options using CUST_SOLDTO_OPT.EFFDT/FieldDefault PeopleCode:

Change the following code:

…
When-Other
  CUST_SOLDTO_OPT.EFFDT = %Date;
End-Evaluate;

To this:

…
When-Other
  CUST_SOLDTO_OPT.EFFDT = Date3(1900, 1, 1);
End-Evaluate;