Skip to main content
Business Central forum
Suggested answer

Why don't comments carry forward to posted entries from General Journals and is there a workaround for this?

editSubscribe (0) ShareShare
ReportReport
Posted on by UG Leader

I notice that I'm not able to add the "comment" field from General Journals to any transaction-level reports/views.

When I hover the cursor over this field, it literally says, "Note that the comment is not carried forward to posted entries".

It would be tremendously helpful to have this additional information when digging into the details.

Are there any other ways to get a free-form text field to flow through to the reports/views from GJs? 

In particular, I would sure love to have the comment field added to the "General Ledger Entries" and "Posted General Journals" views.

If there is a fix I'd love to hear it and if it's above my abilities I'll see if my MS Partner can tackle this.  I will run this by them as well.  

pastedimage1651679723668v1.png

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,131 on at
    RE: Why don't comments carry forward to posted entries from General Journals and is there a workaround for this?

    That’s clear. It requires a modification. If you go to a sandbox you get an extra choice in the same area you access personalise called “design”. You can add the field and then export the extension it produces and import it to your production database.

    If you find you need to make regular adjustments like this I’d recommend installing an appsource extension called simple object designer. Especially good for BI as you can produce api pages.

  • Community Member Profile Picture
    Community Member UG Leader on at
    RE: Why don't comments carry forward to posted entries from General Journals and is there a workaround for this?

    Hi Josh:

    I see the same thing on the page inspection, so it appears that the field exists for that table and I can see the data in the comment field if I click on each transaction individually, however when I try to personalize the General Ledger Entries view to add that field to the table (so that it appears when I view or export the data) it is not an available field to add.  My goal is to add the comment field to the report/view so I don't have to dig in to each transaction to see what the data is.

    Thanks!!

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,131 on at
    RE: Why don't comments carry forward to posted entries from General Journals and is there a workaround for this?

    Is a change really required? Posted a comment in a journal and have the data available:

    A7D89656_2D00_6346_2D00_4BE6_2D00_8BDE_2D00_740431DA5AE9.jpeg
    this is with a v20 SaaS database 

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,052 on at
    RE: Why don't comments carry forward to posted entries from General Journals and is there a workaround for this?

    Hi,

    You can go for small customization. Below is small example how you can add comment into general ledger entries from General Journal line.

    codeunit 50125 CopyComment
    {

        Permissions = tabledata "G/L Entry" = rimd;


        [EventSubscriber(ObjectType::Codeunit, Codeunit::"Gen. Jnl.-Post Line", 'OnAfterPostGenJnlLine', '', false, false)]
        local procedure OnAfterPostGenJnlLine(var GenJournalLine: Record "Gen. Journal Line")
        var
            Rec_FaLedgerEntries: Record "FA Ledger Entry";
            Rec_GeneralLedgerEntries: Record "G/L Entry";

        begin
             if GenJournalLine.Comment <> '' then begin
                Clear(Rec_GeneralLedgerEntries);
                Rec_GeneralLedgerEntries.Reset();
                Rec_GeneralLedgerEntries.SetRange("Document Type", GenJournalLine."Document Type");
                Rec_GeneralLedgerEntries.SetRange("Document No.", GenJournalLine."Document No.");
                Rec_GeneralLedgerEntries.SetRange("Posting Date", GenJournalLine."Posting Date");
                if Rec_GeneralLedgerEntries.FindSet() then begin
                    Rec_GeneralLedgerEntries.Comment := GenJournalLine.Comment;
                    Rec_GeneralLedgerEntries.Modify(true);
                end;
            end;

        end; 

    }

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Sundar…

Industry experts answer burning questions directly from our amazing Community…

Enabling Copilot Case and Conversation…

Agents can easily recap an ongoing chat, transcribe a voice conversation…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,030 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,562 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans