Merge pull request #8939 from MicrosoftDocs/Shubhs93-patch-4

AB#5902: Create cannot-change-accounting-date

Author: lucciz01

support/dynamics-365/supply-chain/procurement/cannot-change-accounting-date.md

@@ -0,0 +1,46 @@
+---
+title: Can't Change Accounting Date or Do a Budget Check
+description: Works around an issue where you can't change the accounting date on a purchase order in Microsoft Dynamics 365 Supply Chain Management.
+ms.reviewer: shubhamshr, ashuaggarwal
+ms.date: 06/24/2025
+ms.custom: sap:Purchase order procurement and sourcing\Issues with purchase orders
+---
+# Can't change the accounting date or perform a budget check on a purchase order
+
+This article provides workarounds for an issue where you can't change the accounting date on a purchase order (PO) due to unjournalized reversing distributions and a closed fiscal period in Dynamics 365 Supply Chain Management.
+
+## Symptoms
+
+When you try to change the accounting date on a PO, you receive the following error message:
+
+> You cannot change the date because reversing distributions that have not yet been journalized still exist. Confirm the current changes before you change the accounting date.
+
+Additionally, the budget check can't be performed because the fiscal period associated with the accounting date isn't within an open fiscal calendar period.
+
+## Cause
+
+This issue occurs because the accounting date on the PO falls within a closed fiscal period. As a result, the accounting distribution can't be reset.
+
+## Workaround
+
+To resolve this issue, use one of the following workarounds:
+
+### Option 1: Cancel and re-create the purchase order
+
+1. [Cancel the PO](/dynamics365/supply-chain/procurement/purchase-order-approval-confirmation#canceling-purchase-orders).
+2. Create a new purchase order with the correct accounting date.
+
+### Option 2: Temporarily open the fiscal period
+
+1. Navigate to **General ledger** > **Calendars** > **Ledger calendars**.
+
+2. Open the relevant fiscal period (for example, 2023 Period 9).
+
+3. Make the necessary changes to the purchase order, such as changing the accounting date or performing a budget check.
+
+4. [Confirm the PO](/dynamics365/supply-chain/procurement/purchase-order-approval-confirmation#confirming-purchase-orders).
+
+5. Set the status of the fiscal period back to **On hold** once the changes are complete.
+
+> [!NOTE]
+> Changing the ledger calendar period is a viable workaround when the accounting date falls in a closed fiscal period. For more information on modifying ledger calendar assignments, see [Change or reassign a ledger calendar](/dynamics365/finance/general-ledger/change-mdfy-clndr-to-ledger).

support/dynamics-365/supply-chain/toc.yml

@@ -132,6 +132,8 @@
       href: procurement/vendor-rebate-not-cumulated.md
     - name: A product receipt voucher number is consumed even when not generating a voucher
       href: procurement/voucher-number-consumed.md
+    - name: Can't change accounting date or do a budget check
+      href: procurement/cannot-change-accounting-date.md
     - name: Can't cancel a purchase order within a closed period
       href: procurement/unable-to-cancel-po.md  
     - name: Can't delete a purchase order line after it's confirmed