Dynamics Community Forum Thread Details

Allocation of Numerical Identifiers/Periods/Flight Legs of a Job to Product Lines in Job Journal

Is it possible to possible to assign a numerical identifier - flight legs in my case - to product lines in the job journal? For example, one job may consist of 3 periods, identified with numbers 1,2 and 3 respectively. How can I set up my job journal so I can always choose one of these identifiers for the product line I am about to post? This is already set up as a possibility when allocating itemized expenses of an incoming invoice but I don´t seem to get the option when I am posting product lines myself.

Categories:

Dynamics 365 Finance

Hi TS-05050828-0,

1) Issue
- Requirement to assign a numerical identifier such as periods or flight legs to product lines in the job journal in Dynamics 365
- Users are able to assign such identifiers when allocating itemized expenses from vendor invoices
- The same functionality is not available when manually posting product lines in the job journal
- This results in inconsistent tracking of job-related segmentation such as flight legs or periods

2) Reason
- The limitation is caused by the standard job journal not supporting dimension like allocation or identifier assignment at line level for product entries by default
- The functionality available in vendor invoice allocation uses a different framework that supports detailed distribution and tagging of costs
- The job journal posting process does not expose the same allocation or segmentation mechanism for manual entries
- This can happen because the job journal relies on standard financial dimensions or categories rather than custom identifiers unless explicitly extended
- In some cases the required identifier is not configured as a financial dimension or not included in the journal line structure

3) Resolution
- Configure the numerical identifier such as flight legs or periods as a financial dimension in the system
- Assign the dimension to the job journal line so users can select it during posting
- Ensure the dimension is included in the account structure and active for the relevant ledger accounts
- Consider using categories or activity codes if they better fit the tracking requirement
- If standard functionality is not sufficient implement a customization to extend the job journal line with the required identifier field
- Align the setup with the invoice allocation functionality to ensure consistent behavior across processes
- Test the configuration in a non production environment to verify that identifiers can be selected and reported correctly
- If needed involve development to replicate the allocation behavior from vendor invoices into job journal processing

For a more detailed answer, please provide more information.

Rg,

Alexander

*Due to the complex and different possibilities of deploying Dynamics 365 I highly recommend not to setup the application without some expert/partner or support. (For more information contact me under anassl@inno-solutions.info or visit www.inno-solutions.de)

*The Information comes directly from the manufacturer or provider and are validated (not guaranteed) up to date of creation of the posting.

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