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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Job Journals to Add In...
Small and medium business | Business Central, N...
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Job Journals to Add Income to a Job

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Posted on by RobinsonsScotland 50

I have a situation where sales invoices for jobs have been created and posted using the standard sales invoicing process rather than using the sales invoices process for jobs.

Transactions have been posted to the General and Customer Ledgers, but not to the Job Ledger.

Question: Is it possible to use job journals to post the income for a job that would appear in the 'Invoiced (Total price)' column in the Task Summary card, and if so, how would you do this?

Thank you in advance for your help,

Regards,

Michael

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Vinita_Kas Profile Picture
    Vinita_Kas 336 on at

    HI

    So if you need to attach your sales to the job there is a field at the line item as job

    If you do that then it would tag to the job and would also update all legders automatically

    If that is an already posted transaction maybe try to reverse and then post again or you can ask the backend team to update it via code but the ledger entries for job may not reflect that if done from backend

    But the job reports would start to pick it up 

    pastedimage1652654542345v1.png

    Regards

    Vinita

  • RobinsonsScotland Profile Picture
    RobinsonsScotland 50 on at

    Vinita,

    Thank you for taking the time to read and reply to my post.

    I will give your suggestions go.

    Regards,

    Michael

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