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Bug 623926: Add configurable default posting date for e-document purchases#7953

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ventselartur wants to merge 6 commits intomainfrom
bugs/623926-PayablesAgentInvoiceDate
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Bug 623926: Add configurable default posting date for e-document purchases#7953
ventselartur wants to merge 6 commits intomainfrom
bugs/623926-PayablesAgentInvoiceDate

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@ventselartur ventselartur commented May 4, 2026

Why

When the Payables Agent (or manual processing) creates purchase invoices and credit memos from incoming e-documents, the posting date always defaults to the current work date — ignoring the document date present in the e-document. This forces users to manually correct the posting date to match the original invoice date, which is error-prone and inconvenient.

Summary

  • Added E-Doc. Default Posting Date enum with "Work Date" (default) and "Document Date" options
  • Added corresponding field to the Purchases & Payables Setup table and page extensions, allowing users to configure the behavior
  • Added ApplyDefaultPostingDateFromSetup procedure in EDocPurchDocHelper — called during both invoice and credit memo creation to set the posting date from the e-document's document date when the setting is "Document Date"
  • Added 4 tests covering invoice and credit memo scenarios for both posting date options, plus a new PEPPOL test resource XML

AB#623926

@ventselartur ventselartur requested a review from a team as a code owner May 4, 2026 20:30
@github-actions github-actions Bot added the AL: Apps (W1) Add-on apps for W1 label May 4, 2026
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AL Documentation Audit

Documentation gaps were detected in the following apps:

  • E-Document-Core-Tests: 0% documentation coverage
  • E-Document-Core: 84% documentation coverage

To generate documentation, run /al-docs init or /al-docs update using GitHub Copilot CLI or Claude Code.
This review is for awareness to help keep documentation in sync with code changes. It is okay to dismiss this request.

@github-actions github-actions Bot added this to the Version 29.0 milestone May 4, 2026
Comment thread src/Apps/W1/EDocument/App/src/Extensions/EDocDefaultPostingDate.Enum.al Outdated
Comment thread src/Apps/W1/EDocument/App/src/Extensions/EDocPurchPayablesSetup.PageExt.al Outdated
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A few string changes

ventselartur and others added 2 commits May 6, 2026 23:11
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Renamed the enum from "E-Doc. Default Posting Date" to
"E-Doc. Purch.Def. Posting Date" to better reflect that it controls the
default posting date for purchase E-Documents. Updated the enum reference
on field 6102 of the "Purchases & Payables Setup" table extension and
renamed the source file to match.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Comment thread src/Apps/W1/EDocument/App/src/Extensions/EDocPurchPayablesSetup.TableExt.al Outdated
ventselartur and others added 2 commits May 7, 2026 10:41
Renamed field 'E-Doc. Purch.Def. Posting Date' to 'E-Doc. Def. Posting Date'
on the 'Purchases & Payables Setup' table extension and updated the caption
to 'E-Document Default Posting Date'. The enum 'E-Doc. Purch.Def. Posting Date'
and its file are renamed to match. All references in the page extension,
EDocPurchDocHelper codeunit, and EDocProcessTest are updated.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
@ventselartur ventselartur enabled auto-merge (squash) May 7, 2026 15:14
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