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Original Document-Voucher transaction (GL menu)

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Posted on by NDingankar22

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Greetings.

Happy edd to all members of the forum

I am in process of adding PO number, vendor name, item details to the Voucher transactions form (GL-Voucher transactions-AX 2012)

I was just analyzing and i m planning to do tjhe below

Take the createdtransactionid item from the transaction log and match with GL entry & based on the matching of voucher.invoice from vendor trans table or Vendinvoice journ pull the details(this method is tooo lengthy)

However, when you click on the original document form from the voucher transaction all details are displayed.

Am i following the write way or is there a simple way to get the information present from the original document to my Voucher transaction form

Can someone please help me as how can i proceed and what should be the best way if i need vendor details and item details on the voucher transaction form

Please help

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André Arnaud de Cal... 294,261 Super User 2025 Season 1 on at

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RE: Original Document-Voucher transaction (GL menu)

Hi NDingankar22,

If you are using a display method, check if you can improve performance by using caching. Probably, the number of transactions are that large that this will still have performance issues. In that case, you can consider creating a new table with dedicated fields with a reference to the voucher transaction. The new table can then be managed with a batch job without affecting performance of posting other ledger transactions. On the form, you can then add the data source and put your fields on the grid. As it will be updated via the batch framework, some transactions might not have the most actual data. This is an approach I used in the past.
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Ludwig Reinhard Microsoft Employee on at

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RE: Original Document-Voucher transaction (GL menu)

Hi,

Please find a screenprint attached below.

The navigation path is shown in the upper part of the screenprint.

Best regards,

Ludwig
NDingankar22 515 on at

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RE: Original Document-Voucher transaction (GL menu)

Dear Ludwig and Andre, Thank you for your quick response.

Andre@-I have used display methods on the GL form to get the PO number. & other details.

Is there a way where i can get it from Original documents or I am following the lengthy method of disply

@Ludwig-Can you send me a link of default description functionality so i have a look at it.
Ludwig Reinhard Microsoft Employee on at

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RE: Original Document-Voucher transaction (GL menu)

Hello Amanda,

Can you elaborate?

The original question was from NDingankar22 on voucher transactions.

Do you have a similar problem? If so, how does it relate to check numbers?

Would be great if you could elaborate.

Many thanks,

Ludwig
Amanda Fowler 239 on at

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RE: Original Document-Voucher transaction (GL menu)

Is there a way to add a check number?
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Ludwig Reinhard Microsoft Employee on at

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RE: Original Document-Voucher transaction (GL menu)

Hi NDingankar22,

Have you tried using the default description functionality?

They have a functionality available that allows you setting up your description texts that are posted with the transactions in a way that things such as the PO number, vendor, etc. are included in the voucher.

If this does not work for you, I would consider the use of financial dimensions (PO, vendor, item, etc.) because that's what they are made for to get that information into vouchers so that you can analyze the data.

Best regards,

Ludwig
André Arnaud de Cal... 294,261 Super User 2025 Season 1 on at

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RE: Original Document-Voucher transaction(GL menu)-AX 2012

Hi NDingankar22,

I do think you mean to say, you have a performance issue with the current attempt? Can you share the technical details how you achieved it now? Did you add data sources on the form or are you using display methods?