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Microsoft Dynamics AX (Archived)

how to copy invoice journal ?

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how to copy invoice journal ?

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  • Verified answer
    Mahmoud Hakim Profile Picture
    17,887 on at

    just save voucher as a template and retrieve it to another invoice journal

    vsdynamicsfinance.wordpress.com/.../vendor-invoice-voucher-template

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    There is no out of the box functionality that simply allows you copying a posted invoice journal.

    This is actually not possible because things such as the invoice number can typically only used once.

    There are, however, a couple of 'workaround'.

    One of them is the voucher-template functionality that Mahmoud Hakim mentioned.

    Another possibility is creating an execel template where you can retrieve the posted transactions, create a new journal and upload the new vouchers. If you have not done such a setup before, you might need the help of a developer though.

    If you regularly post similar vouchers in an invoice journal you can also make use of the periodic Journal functionality.

    Best regards,

    Ludwig

  • Mahmoud Hakim Profile Picture
    17,887 on at

    Hi Samir EL Masry

    if this replies sufficient, you can close this thread

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