This article describes how to use general journal templates in Dynamics AX 2012. There are several options avaiable in Dynamics AX to help you to record journal lines. You can choose the one that is the more suitable to your needs.
The options are: Voucher template, Allocation rules, Periodic journal and Accrual Schema.
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.
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
Remark: one voucher template = one voucher number. If you want to save an invoice with several lines, they must have the same voucher number.
This article desribe how to setup a voucher template for vendor invoice journal in Dynamics AX 2012.
In the invoice journal form, you can create and use voucher template. This functionality is helpful when you have to create several time the same invoice model.