Skip to main content

Notifications

Microsoft Dynamics NAV forum

document type in NAV

Posted on by 100

How we can create the Document Type as General Jouranl ( GJ )  IN NAV .

Though only template is availble for GJ but not the document type.

For month close , like Accruals & Prepaid , Depreciation, Re Class if we would like to pass there should be option for document GJ

Please advice the steps to create the GJ as document type in NAV.

Thanks in advance for your help.

Regards

Vijay

 

*This post is locked for comments

  • Jill Geiger Profile Picture
    Jill Geiger on at
    Re: document type in NAV

    Good morning Vijay

    Correct me if I'm wrong, but have you looked at the Registers(financial management-general ledger-history-registers)?  This will show the source code to where it originated from...such as if depreciation was done within the FA G/L journal and posted or you did it directly within the GJ(maybe not using Fixed Assets in NAV and just posted the amount to the proper accounts0.

    This will show anything direclty done in the general journal as well....so I would first look at this to see if this is what you are wanting. From there, you could filter out based on source code of general journal if the original posting was truly done from there.

    Thanks

    Jill

  • Vijay Bafna Profile Picture
    Vijay Bafna 100 on at
    Re: document type in NAV

    Please suggest if we have not slected the document type as GJ how we can pool a report that  shows only GJ not any other type of document

  • Vijay Bafna Profile Picture
    Vijay Bafna 100 on at
    Re: document type in NAV

    Just  wanted to sort the document by document type to provide the JE

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: document type in NAV

    Not sure I follow the question.  Why not just use the General Journal.  YOu want a document type of General Journal In the General Journal?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,129 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans