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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Cash Receipt Journal l...
Small and medium business | Business Central, N...
Suggested Answer

Cash Receipt Journal lost defaults for Document Type and Account Type recently?

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Posted on by Lillian Du 40

Hi,

Not sure if I missed any configuration updates. 

The Cash Receipts Journal was working perfectly. The Cash Receipts Journal defaults the Document Type to "Payment" and Account Type to "Customer" and I assigned the no Series to the related Cash Receipts Batch to take care of the Document No. AR only needs to enter the date, customer code and the amount customer paid. 

However AR reported recently that the Cash Receipts journal doesn't show default Document Type and Account Type anymore after posting. She needs to manually complete those two fields. I found that if I remove the No Series from the batch, the Cash Receipts Journal will then shows the default for Document Type and Account Type but end with AR need to key in the Document No. 

Any advise please? Thanks

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Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
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  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather on at

    Hello Lillian - Are you running any Extensions on the Cash Receipt Journal page?  I am not seeing where I can set this up to automatically default the Document Type and Account Type.

  • Lillian Du Profile Picture
    Lillian Du 40 on at

    Hi Andy,

    We are using BC Cloud version and not running any extensions on the Cash Receipt Journal page.

    I just re-tested and feel that I may report the issue/change incorrectly. I can't remember if the Document Type and Account Type were filled automatically 1st time when I got into the Cash Receipt Journal. Maybe I initially filled the fields. However before, the values in those two fields stay after the posting. It is very convenient for user not re-entering the same value each time. But now after posting the journal, the Document Type field will be emptied and the Account Type field will be updated to 'G/L Account'.

    If we remove the No. Series assigned with the Batch, the feature retained. But it ends with that the user needs to manually enter the Document No for Cash receipts which we don't expect them to enter randomly.

    Would you please review it for us again? Thank you.

    Cheers,

    Lillian

  • Andy Sather Profile Picture
    Andy Sather on at

    Hello Lillian - I can re-create.  I would recommend opening a support ticket so we can investigate further and create a ticket for our Development team.

  • DinB Profile Picture
    DinB 3,951 on at

    I have same problem, how can we fix this? For Cash Receipt Journal, I want have Default "Document Type" = Payment and default "Account Type" = Customer. I can only setup default for the "Bal. Account Type".

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