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Finance | Project Operations, Human Resources, ...
Answered

Validity of Journal Names in D365 F&O

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Posted on by 19
Dear Reader
 
we are facing once issue that every financial year, we are creating a new Journal Names (Voucher Series), the issue is, one financial year journal may be using for preceding year or upcoming FY.
in this regard there may be need of passing / reversal multiple journals
in short: :

Validation Checks: Implement validation checks within your accounting software or system to ensure that the correct Journal Names are used for each financial year transaction. This could include checks based on the fiscal year associated with each Journal Name./

 

 

is it can be possible ?

 
  • Verified answer
    BillurSamdancioglu Profile Picture
    21,496 Most Valuable Professional on at
    Hi,
     
    You may consider to use the voucher series per year rather than to control.
  • Verified answer
    CU30040406-0 Profile Picture
    18 on at
    Hi,
     
    1st option, as Billur suggested try to create a new number sequence each year.
     
    2nd Option, you need to go for customization, no standard option. you can add a field called "year" to journal names. and add a parameter only current year is allowed for posting in this way, you can control journal names year wise
     
    Regards,
    Bharath Jain
  • RM-29040853-0 Profile Picture
    19 on at
    thank you for valuable inputs
     
     
    Problem solved.
     
    regards
    Rama

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