how to run a report showing POSTING DATE

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Posted on by Community Member

Hi everyone,

Is there any report in D365 AX that is showing both POSTING date and Record date? for example, i post a jnl on 01/12/19 for Nov month end (30/11/19).

Thanks

Sarah

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MATTGUO 22,349 Moderator on at

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Hello Sarah,

Which specific transactions do you want to show?

Accord to your example, the voucher transactions can add the create date and time column.

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Zain Mehmood 4,187 Most Valuable Professional on at

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Hi SarahJoy,

Perhaps you can find that in the voucher transaction inquiries window you have the option of personalizing & adding the column for created time & date, for the report of voucher transaction you may have to add/customize a column for created time & date.

Thanks & regards,

Zain

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Ludwig Reinhard Microsoft Employee on at

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Hello SarahJoy,

As Mattguo mentioned, you can run the online voucher transaction form.

This is not a report but a form that allows you analyzing and exporting the data to Excel for further investigation.

Why is it that you need the posting and record date?

Do you need this for some kind of control that nobody backdates transactions or for something else?

Best regards,

Ludwig

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Community Member on at

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Hi Matt,

Where did you get this screen? Whenever I click on Voucher Transaction, it shows below:

Thanks

Sarah

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Community Member on at

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Hi Ludwig,

Our company changed to D365 12 months ago. Auditor would like to check if we can run report by posting date. This is just more for control testing.

Thanks

Sarah

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MATTGUO 22,349 Moderator on at

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Hi,

Get into the list, then right click and use personalization to add the column. please refer to screenshots below.

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Community Member on at

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Thanks so much!

Very helpful. Can I ask - this only works for Voucher transactions not for GL Ledger transactions? Either way, I can simply sort GL number.

Thanks

Yun

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MATTGUO 22,349 Moderator on at

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Hi,

Ledger transaction is a report, and it has the fixed fields, so you need to do some customizations to display the field.

Voucher transaction is a form list, you can directly display the needed fields if these fields are out-of-box.

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