Accounting Source Explorer in D365 F&O

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Posted on by PS-29040913-0

Could be restored the button / Update/ that has been replaced with /Advanced Filtering/ in version 10.0.39 from Accounting Source Explorer in D365 F&O?

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Ramit Paul 22,803 Most Valuable Professional on at

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As of in Microsoft Dynamics 365 version 10.0.36, a Accounting source explorer advanced filtering feature is available in Feature management and will be set to mandatory in version 10.0.39. This feature replaces the Update button and provides a more robust advanced query experience that resembles what is available on the Voucher transactions page. The advanced filter lets you filter on fields such as Ledger account, Business unit, Cost center, and Department.

The above is from MS documentation and answers your question.

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Hana Xue Microsoft Employee on at

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Hi,
As Ramit said, due to version updates, the update function has been redesigned and replaced with a more powerful one and is set to be required on version 10.0.39. If you are using version 10.0.39, you can only use advanced filtering. If you really want to use update, you may consider custom development. But if there is no mandatory business requirement, follow the version updates for new features. Accounting source explorer - Finance | Dynamics 365 | Microsoft Learn
Best Regards,
Hana

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PS-29040913-0 18 on at

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Thank You Paul, Hana.

Point is that the new feature do not include the periods from P1 to P12 like in the screenshot below.

I am aware that in "Date" filed we could search by dates for example 26/03/2023..22/04/2023 but as per Finance Team this is a fiscal calendar and they want the Financial Calendar.

So Business insist the feature with Update button to be restored.

If not, then the request is some how through join tables to be added the column for periods if possible.

Thanks

Pavle

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