Different Financial tags still create grouped voucher transactions

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Posted on by Alexandre Sarazin

I'm trying to use the financial tags on sales order but I have a problem.

I created a sales order with two identical lines (for testing purposes). On each one I assigned a different value on a new financial tag "OrderReference" :

When posting the packing slip for these lines (full reception), the voucher transactions are grouped and I only get the financial tag for the first line :

The same thing happens with the invoice :

I was hoping to see multiple lines (even if the ledger accounts are the same) but with the different financial tags.

Is this impossible in standard? Am I missing a setup somewhere?
Could I achieve this with a customization?

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Dynamics 365 Finance

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Abhilash Warrier 5,402 Super User 2025 Season 2 on at

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Hi.

Financial tags are not stored in subledger tables, such as Customer transactions or Vendor transactions, they may not behave like financial dimensions in terms of transaction segregation

If standard functionality does not support splitting transactions based on financial tags, a customization may be required.

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Raj Borad 1,424 on at

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Hi @Alexandre Sarazin,

It is standard process that, when sales order lines post to the same ledger account, the system often groups the transactions into a single voucher line. This grouping causes only the financial tag from the first line to be carried over, and the others are ignored. There is no setting to force separate voucher line for each line when an account are same.

I don't know that you can achieve this with customization or not.

Thanks.

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Adis 6,048 Super User 2025 Season 2 on at

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Hi,

There is no setup that you missed. Because the voucher transactions are grouped, it overrules the fact, that with finance tags, they should be ungrouped if there are finance tags on the line level. However, this is something not implemented in the logic as the finance tags are relatively new.

I would suggest two things.

1.: Check out the Fin. tag rules that automatically assign financial tags, according to a logic you can define. Its pretty flexible what I have seen. And also a built in copilot helps you with FX (low) code.

Financial tag rules (preview) - Finance | Dynamics 365 | Microsoft Learn

2.: Create a MS ticket for your case. In my opinion its not a proper solution to pick one out of multiple tags and put it to the grouped voucher transactions. Maybe they will provide a solution for it if you report it.

Kind regards, Adis

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Arvind Bharti 686 Super User 2025 Season 2 on at

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Hi,

Did you check if same summerization is happening for financial dimensions as well in same example?

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Alexandre Sarazin 48 on at

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Thank you everyone. I created a Microsoft support ticket to have more information and apparently it's meant to work like that : https://fix.lcs.dynamics.com/Issue/Details?bugId=865962&dbType=3&qc=ceb75ca2ce25c8e07dc0b79590fdaaf27518d182c7a69f79602b1a3deea62516

Multiple ideas are already submitted to Microsoft to make it so the summarization on the voucher transaction take the financial tags into account but apparently, the change is really complex.

A customization would be difficult. So I guess I'll have to wait a long time before seeing this change.

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Alexandre Sarazin 48 on at

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After tinkering a bit, I found an easy customization for my problem. With this bit of code, I'm adding the Financial Tag field to the list of fields on which the General journal account entries are summarized :

[ExtensionOf(ClassStr(LedgerPostingGeneralJournalController))] internal final class LedgerPostingGeneralJournalController_Class_Extension { protected container initLineValuesContainer(GeneralJournalAccountEntry _generalJournalAccountEntry, GeneralJournalAccountEntry_W _generalJournalAccountEntryW) { container lineValues = next initLineValuesContainer(_generalJournalAccountEntry, _generalJournalAccountEntryW); lineValues += _generalJournalAccountEntry.FinTag; return lineValues; } }

Be aware that this customization will split every posted transaction on the Financial tag field. In my case, we'll only use the tags for Customer orders so the impact will be minimal.

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Adis 6,048 Super User 2025 Season 2 on at

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Hi @Alexandre Sarazin,

Thanks for sharing your solution and code.

f I may add my two cents here. In general its always advisable to implement a parameter alongside with your customization, if possible.

Especially as the Financial tags are relatively new and due to constant change in a sense that the functionalities are being extended, your customization might conflict in the future. A simple parameter turning your code on and off may safe you some headache in the future.

Kind regards, Adis

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