Setup periodic journal

This article describes how to setup and use periodic journal in Dynamics AX 2012.  Periodic journals are sometimes called recurring journals because the amount, text, and other information are repeated each time that the journal is posted. When you create the journal, you can specify the period interval for the recurrence, such as days or months.

PeriodicJournalGL001

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Setup General journal voucher template.

This article describes how to setup and use a voucher templates in a general ledger journal. In the general journal form, you can create and use voucher template. This functionality is helpful when you have to create several time the same journal lines.

JournalTemplateGL001

1/ Create a voucher template

Access: GL > Journals > General journals

  • Select the general journal to save as a model.
  • Click on button Line.
  • Click on Function > Save voucher template

JournalTemplateGL002

Remark: one voucher template = one voucher number. If you want to save an invoice with several lines, they must have the same voucher number.

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