In this article, you will learn why the due date of a receivable can no longer be adjusted after you have manually reduced it.
Contents
- Prerequisites for adjusting the due date
- Why a manual reduction prevents adjustment
- Accounting reasons for the restriction
Fast lane
- Open member / Finances / Account
- Select the desired receivable
- Check if the receivable has already been reduced or linked to another entry
- Check if the due date is in the past
Prerequisites for adjusting the due date
To manually adjust the due date of an individual receivable, two basic conditions must be met:
- The current due date must not be in the past.
- The receivable must not yet be linked to any other entry.
If both of these criteria are met, you can adjust the due date at any time as you wish.
Why a manual reduction prevents adjustment
As soon as you manually reduce the price of a receivable, this reduction is recorded in the system as a separate but linked entry. Your original receivable is therefore linked to this reduction.
This means the second prerequisite – that the entry is not yet linked to any other entry – is no longer met. For this reason, the system blocks the ability to change the due date afterwards.
Accounting reasons for the restriction
This restriction has important accounting and logical reasons:
- Prevention of date conflicts: If you could change the due date of an already linked receivable, there would be a risk of the new due date being before the date of the link (in this case, the date of the reduction). This would lead to an illogical and incorrect accounting sequence of business transactions.
- Completed business transactions: If the due date is already in the past, the receivable has already been recorded in the accounts for the corresponding period. A subsequent change would affect closed periods and is therefore not permitted.
With this procedure, we ensure that your accounting always remains correct and traceable.