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Finance | Project Operations, Human Resources, ...
Suggested answer

JournalCategory blank on GeneralJournalEntry

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Posted on by 1,673

Hi everyone

I'm busy reporting on GeneralJournalEntry. On browsing the data, I noticed that thousands of records have a JournalCategory that is blank.

Why is it blank? Should it be blank? Is this a problem? How do you resolve it?

My problem is a repeat of this unanswered question:

https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/303512/generaljournalentry-journal-category-missing

Any help appreciated.

Thanks

I have the same question (0)
  • Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at
    RE: JournalCategory blank on GeneralJournalEntry

    Hello,

    Can you share the scree shot?

  • BrandonSA Profile Picture
    1,673 on at
    RE: JournalCategory blank on GeneralJournalEntry

    Sure

    pastedimage1602739519629v1.png

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: JournalCategory blank on GeneralJournalEntry

    Hello BrandonSA,

    I don't see this journalcategory field in my demo machine.

    Is this a customized field?

    Best regards,

    Ludwig

  • Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at
    RE: JournalCategory blank on GeneralJournalEntry

    Thank you.

    Which form is this? general journal?

  • Blue Wang Profile Picture
    on at
    RE: JournalCategory blank on GeneralJournalEntry

    Hi BrandonSA,

    JournalCategory extends LedgerTransType Enum.

    In LedgerTransType ,there is a None value, the None value is displayed as blank on the page.

    You can check the database, you will find that there are many entries with 0 in the table, you can confirm whether the data you see is also 0.

    126.PNG

    127.PNG

  • BrandonSA Profile Picture
    1,673 on at
    RE: JournalCategory blank on GeneralJournalEntry

    Hi Ludwig and Ramit

    Thanks for the answers. Not a customized field, standard Ax.

    It's UI label is Transaction Type. I can check this field via voucher transactions as well and it's blank there too (naturally reflecting the value in the table). On voucher transactions, I view record info, and all fields. It's transaction type.

    Tx

  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at
    RE: JournalCategory blank on GeneralJournalEntry

    Hi BrandonSA,

    Thank you for the details.

    if your query is related to "transaction type" then its out of box function.

    It comes from module you are booking the transaction, such as if you book free text invoice then the type will be customer and for invoice journal type is vendor.

    Can you please check the blank values from where those were booked?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: JournalCategory blank on GeneralJournalEntry

    Hi Brandon,

    I see.

    Why do you have to report on the transaction type?

    I mean, why aren't the ledger accounts and findims sufficient for generating your reports?

    I commonly use the transtype for checking if something was posted incorrectly and does not reconcile e.g. with inventory but I have not used it for creating a financial report.

    One of the reasons are the blank values that Blue Wang mentioned.

    Another reason is that we have usually a lot of findims and main accounts that should be sufficient for analyzing data.

    Can you actually let us know what kind of report you try do generate with the transtype?

    Best regards,

    Ludwig

  • BrandonSA Profile Picture
    1,673 on at
    RE: JournalCategory blank on GeneralJournalEntry

    Hi Ludwig

    Thanks for your reply.

    Sorry, i wasn't very clear with regards to my purpose. I'm not reporting the data of that field. I just need to use that field as a filter criteria.

    I'm trying to (for example) pick up all GeneralJournal entries, and only those.

    There are other sets of data i'm trying to retrieve too, but that's an example of how I'm trying to use the field.

    Thanks

  • BrandonSA Profile Picture
    1,673 on at
    RE: JournalCategory blank on GeneralJournalEntry

    Hi Blue

    Thanks, I understand that. What is the point of the field then. It's useless if it should contain 'General Journal' but contains blank instead.

    Why is it blank? Why doesn't it correctly reflect the type of transaction it is? Is it a bug, or is there reason for this?

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