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Printing Automatic Transaction Journals in D365FO

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Posted on by CU27040846-5

Hello D365FO Community!

We have a customer who needs to archive hard copy records of all journal transactions, including automatic transaction vouchers related to purchase orders. However, these vouchers do not have a “Journal Batch Number,” which prevents us from using the standard “Print Journal Report” (debit and credit) functionality.

Our specific requirement is to print these automatic transaction vouchers in a format similar to the “Print Journal Report.” Is there any out-of-the-box solution or workaround in D365FO that allows us to achieve this?

We appreciate any insights, suggestions, or experiences you can share. Thank you in advance for your expertise!

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Kevin Xia Microsoft Employee on at

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Hi,

You can use custom development to suit your needs, generating reports specifically for automated trading vouchers. You need to create a new report template that meets the client's requirements. Or you can use powerBI to generate and store custom reports. It can take the necessary data from the FO system and format it according to the layout you expect.

Best regards,

Kevin

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Henrik Larsen 646 on at

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Have you considered using Journalizing?

Journalize posted journal entries - Finance | Dynamics 365 | Microsoft Learn

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