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Periodic Journals. Is there a way to schedule so they auto run?

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Posted on by 237

I have no problem doing periodic journal entries, but I'm lazy and I don't want to have to remember to post them. How can I have one auto post to the 15th of every month for 12 months?

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  • evan.herndon Profile Picture
    evan.herndon 237 on at
    RE: Periodic Journals. Is there a way to schedule so they auto run?

    Thanks Nitesh. It looks like batch processing must be setup for this to work. I don't think our implementation team has done that yet.  

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,074 Super User 2025 Season 1 on at
    RE: Periodic Journals. Is there a way to schedule so they auto run?

    Hi Evan,

    As you have to retrieve the periodic journal lines within a general journal automation is not possible with batch processing only.

    Please have a look at this similar thread. community.dynamics.com/.../258159.aspx

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Periodic Journals. Is there a way to schedule so they auto run?

    Yes you can set it for auto post by assigning it to Batch processing wiht recurssive setup

    Once you click 'Post' button to Post the journal.

    You can use this form to set the recurssive auto execution of the journal.

    Please verify.. if this helps or let me know more details about your case.

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