Journal names (form) (Project)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Setup > Journals > Journal names.

Use this form to specify how journal entries for projects are created. The options that are specified in the Journal names form are inherited by the hour, fee, and beginning balance project journals.

Note

Before you begin setting up your journal options, make sure that the voucher series that you want to use has been set up in the Organization administration module. Click Organization administration > Common > Number sequences > Number sequences..

Tasks that use this form

Set up project journal options

Apply a journal approval procedure

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General tab	View and change specific information for the active journal name. You can set the voucher information and date, set the approval and posting rules, and specify which group is permitted to access the journal.

Fields

Field	Description
Name	The name of the journal. This name appears when the user selects a journal for posting.
Description	A description of the journal.
Journal type	Select a journal type. The journals that you name are available in different locations in the application depending on the type that you assign to them.
Voucher series	Select a voucher series that can be used in journals that have the current journal name attached. Note Voucher series are defined in the Number sequences form (Click Organization administration > Common > Number sequences > Number sequences.).
Selection by	Specify whether voucher numbers will be assigned when the journal entry is made or when it is posted.
Sales tax book section	The sales tax book section where the transactions are stored.
New voucher by	Choose one of the following options to specify when new vouchers are allocated: Change voucher date – New vouchers are allocated only when the voucher date is changed. Change voucher date or employee – New vouchers are allocated when either the voucher date is changed or the worker who is associated with the voucher is changed.
Set voucher date to	Specify whether the voucher date is derived from the project-period end date, the ledger-period end date, or the project date. Note This control is available in the journal names form only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. In Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack, the Set voucher date to field is located in the Project management and accounting parameters form.
Detail level	Select an option to specify if transactions should be posted as individual lines or summarized in a limited number of records when they are posted to the general ledger. If summary transactions that have identical dates are selected, the account number, dimension, and currency code values are summarized in one record per posting in the general ledger. Example Select Summary, and enter four lines in a journal. Provided that the selected transaction dates are identical, only one transaction is generated.
Delete lines after posting	Select this check box if you want journal lines to be deleted after posting is completed.
Private for user group	The user group that has exclusive access to the journal.
Approve	Select a journal approval. The journal approval defines the approval procedure for the selected journal.
Show start/end times	Select this check box to enable the Start time / End time fields in the Journal form.
Italian sales tax book	Select from the options in the drop-down list if sales or purchase amounts that are entered in journals should be registered in a sales tax book. Note (ITA) This control is available only to legal entities whose primary address is in Italy.

See also

Setting up journals

About journal names

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