Permissions for AR Effective Date

• Are their permissions that limit or prevent a user from changing the AR Effective Date? 
• Is there a way to restrict the AR Effective Date so that it cannot be changed? 

• Accounts Receivable
• Payment Entry (arbilinq)
• Payments Journal (arrctpst)
• Receipts (arrecinq) 
• Receipt Inquiry (arrecinq)
• AR Effective Date
• Permissions

Users are changing the AR Effective Date on receipts. 

Currently, the only restriction available for AR Effective Date is in the Accounts Receivable Settings program. 

To set this, follow these steps:

1. Navigate to the Accounts Receivable Settings program either by searching or via the following path: General or Property Revenues > Accounts Receivable > Setup > Accounts Receivable Settings
2. Select the Payments tab. 
3. Click Update. 
4. Enable the Restrict batch effective date to option. 
5. Enter the number of days before and number of days after the current date to restrict batch entry to. 
6. Click Accept. 

This is a global setting that applies to all users, with the exception of users whose roles grant them the ability to Maintain AR Settings. 

Receipts created in a batch will automatically use the Batch's AR Effective Date. Users can override the AR Effective Date for individual payments as needed. There is no restriction or permission that prevents this. When updating the AR Effective Date for individual payments, users should exercise care and caution.

Users should also be aware of the AR Preference that can be set to retain AR Effective Date when using Bill Inquiry and Payment Entry. If this Preference is enabled, then the AR Effective Date will be retained if it is changed and not default to the Batch's AR Effective Date for subsequent payments. For more information on this preference, please see: Setting to retain Effective Date in Payment Entry and Bill Inquiry searches

If a receipt was entered with the incorrect AR Effective Date, then the receipt will need to be reversed and re-entered.

To reverse the receipt, please see: Master Article - Reverse Payments

To re-enter the receipt, please see: Master Article - Payment Entry

For more information about AR Effective Dates and their functions, please see: An Explanation of Payment Entry Dates and Accounts Receivable Activity Dates