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Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... D365FO: How to default...

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D365FO: How to default From site and To site in Transfer Journal (single site scenario)?

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Posted on by Statics 365

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Hello,

I have a question regarding the Transfer Journal (InventJournalTransfer) form in D365FO.

My company operates with only a single Site,
and we would like the From site and To site fields to be automatically defaulted to this Site whenever a new journal line is created.
This is to prevent user errors and reduce manual input.

I would like to ask:

Is it possible to set a default Site using standard configuration?
Or is customization required (e.g., overriding at table / form / InventDim level)?
If customization is required, where is the recommended place to implement it according to D365FO best practices?

Thank you in advance.

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Dynamics 365 Finance

Microsoft Dynamics AX

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