Troubleshooting Financial Posting Blocked Errors

1. 1
   Open the draft and note its document date and the exact message shown when you try to post.
2. 2
   Open the Post preview and identify the line or prerequisite named in the message. Compare the proposed debits and credits with the source document.
3. 3
   Check the accounting period covering the document date. If it is Locked or Closed, ask Finance to decide the supported correction date or whether an authorized reopen is necessary.
4. 4
   If an account is missing, open Accounting Settings and check its mapping and account type. If an amount is wrong, return to the draft and correct the source line.
5. 5
   Run the preview again, confirm the new amounts with Finance, and select Post only when the document and period are ready.

Keep the original error text with the document reference if another person must complete the correction.

An order-linked invoice must use a shipped fulfillment and cannot claim quantity already held by another active draft or posted invoice. If posting or saving reports a shipment or quantity mismatch:

1. 1
   Return to the source order and confirm the shipment reference and shipped quantity.
2. 2
   Open the linked invoice history and compare each source quantity with the draft.
3. 3
   Reduce the draft quantity or discard the abandoned draft when the source is correct. Reload the order before creating a replacement.
4. 4
   If the goods have not shipped, complete fulfillment first; do not use a standalone invoice to bypass the shipment requirement.

Saving a draft does not post accounting. Recheck the preview after correcting the source quantities.

If the preview still differs, compare currency, tax, and linked documents before trying another posting. A date change or period reopen needs a business reason and the appropriate review.

WARNING: Posting changes the ledger. Do not change a posting date solely to bypass a period restriction.