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Finance | Project Operations, Human Resources, ...
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Optimization advisor workspace

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Hi,
 
I've recently started to look in to the Optimization advisor work space and the Diagnostics validation rules that the work space considers in D365 F&SCM. I was particularly interested in the diagnostic rule 'Financial journals are locked.' for a customer. 
 
I our case the journals we would like to be considered are expense journals from the Project management and accounting module. However, although we currently have some locked journals in our table, the rule is not triggered and no new opportunity is created in Optimization advisor work space. 
 
One thing I noticed regarding the batch jobs (Diagnostics rule validation Daily, Weekly, Monthly), that evaluates the Diagnostic validation rules, is that the job is for the 'dat' company. I would have guessed that in order to find journals that are locked, it would need to be runned in the company where the journals reside.
 
So I guess this comes down to multiple questions:
1. Would Diagnostic validation rule 'Financial journals are locked.' consider all types of journals?
2. Does the batch job consider journals in all companies although it's runned in 'dat' company?
 
I know that there are possibilities to create customized Diagnostic validation rules. But before doing that I wanted to see if anyone could shed some light on this standard rule that to me sounds like it should do what is desired in our case.  
 
Many thanks for any input.
 
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  • Verified answer
    Kevin Xia Profile Picture
    Microsoft Employee on at
    Hi,
    Here are the answers to the two questions you asked:
    1. Diagnostic validation rule 'Financial journals are locked.' is designed to consider all types of journals in Dynamics 365 F&SCM, including expense journals from the Project management and accounting module. Therefore, it should include the journals you are interested in.

    2. The batch job for Diagnostics rule validation (Daily, Weekly, Monthly) evaluates the Diagnostic validation rules for all companies, not just the 'dat' company. It scans through all the companies in your Dynamics 365 environment to identify any locked financial journals.

    Best regards,
    Kevin

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