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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Chinese voucher - How ...
Finance | Project Operations, Human Resources, ...
Answered

Chinese voucher - How does D365 decide which voucher type to use?

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Posted on by Tony Staples

I have a legal entity in China and regional configuration in place to support the creation of Chinese Vouchers - What I am trying to understand is how D365 decides which voucher type to use for automated journals, created by sub-ledger processes/journals (outside of the the basic rules/impacted accounts functionality?)

In fact it would be great to understand some more on this configuration as Microsoft's support material is very basic and has no explanation why elements need to be configured: 

Configuration aspects:
a) Voucher Type
b) Voucher Type Number
c) Priority
d) Print layout group
e) Default journal

If someone has an example configuration they could share, with some explanation you would be a lifesaver...
Number sequence setup is OK and in place.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... on at
    RE: Chinese voucher - How does D365 decide which voucher type to use?

    Hi Tony,

    I don't have experience with the Chinese regulations and related localizations. You can check if the demo company Contoso Entertainment China (CNMF) has the correct setup example for you.

  • Verified answer
    MATTGUO Profile Picture
    MATTGUO on at
    RE: Chinese voucher - How does D365 decide which voucher type to use?

    Hi Tony,

    When posting the journal, system will search voucher type which rule meets the voucher entries, if there are multiple voucher types meet, system will use the Priority to determine which voucher type to use. And you can also use the default option in the voucher type setup. You can find the information in the setup Doc: docs.microsoft.com/.../set-up-chinese-vouchers

    And in my past Chinese location ERP system implementation, most companies have given up multiple voucher types and only use one type "transfer". Please contact your accountant in China to discuss if it is necessary to use multiple voucher types.

  • Tony Staples Profile Picture
    Tony Staples on at
    RE: Chinese voucher - How does D365 decide which voucher type to use?

    Thank you MATTGUO - Priority was the field in question. After you comments and a little testing I discovered that the field works in descending priority (the greater the value the higher the priority).  

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