Post multiple journals
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can post multiple financial journals at the same time.
Post multiple journals that have the same journal type
You can post multiple journals for the following financial journal types by using the same Journal form where you create the journals. If a journal requires approval, that journal must be approved before you can post it. For more information, see Set up financial journal approvals.
Journal type |
Location |
|---|---|
Daily |
Click General ledger > Journals > General journal. |
Allocation |
Click General ledger > Journals > Allocation. |
Elimination |
Click General ledger > Journals > Elimination. |
Post fixed assets |
Click Fixed assets > Journals > Fixed assets. |
Approval |
Click Accounts payable > Journals > Invoices > Invoice journal. |
Vendor invoice recording |
Click Accounts payable > Journals > Invoices > Invoice journal. |
Invoice register |
Click Accounts payable > Journals > Invoices > Invoice register. |
Vendor disbursement |
Click Accounts payable > Journals > Payments > Payment journal. |
Vendor draw promissory note |
Click Accounts payable > Journals > Promissory notes > Draw promissory note journal. |
Vendor redraw promissory note |
Click Accounts payable > Journals > Promissory notes > Redraw promissory note journal. |
Vendor bank remittance |
Click Accounts payable > Journals > Promissory notes > Remittance journal. |
Vendor settle promissory note |
Click Accounts payable > Journals > Promissory notes > Settle promissory note journal. |
Customer payment |
Click Accounts receivable > Journals > Payments > Payment journal. |
Customer draw bill of exchange |
Click Accounts receivable > Journals > Bill of exchange > Draw bill of exchange journal. |
Customer redraw bill of exchange |
Click Accounts receivable > Journals > Bill of exchange > Redraw bill of exchange journal. |
Customer protest bill of exchange |
Click Accounts receivable > Journals > Bill of exchange > Protest bill of exchange journal. |
Customer bank remittance |
Click Accounts receivable > Journals > Bill of exchange > Remittance journal. |
Customer settle bill of exchange |
Click Accounts receivable > Journals > Bill of exchange > Settle bill of exchange journal. |
This procedure uses the Daily journal type.
Click General ledger > Journals > General journal.
Select two or more journals.
Click Validate. The journals and journal lines are validated. Correct errors, if you have to, and validate the journals again.
When you are ready to post, click Post > Post.
Note
Alternatively, you can click Post > Post and transfer. Transactions that do not have errors are posted, and transactions that have errors are transferred to a new journal.
If the Show field is set to Open, the journals are no longer displayed in the Journal form after they are posted, but you can view them by changing the Show field to Posted or All.
Post multiple journals that have different journal types
You can post multiple journals for multiple journal types by using the Post journals form. You can set up batch processing on the Batch tab.
Click General ledger > Periodic > Journals > Post journals.
Click Select to select multiple open journals to post. The range is already set up to include open journals. Click OK to return to the Post journals form.
You can also manually add or remove journals from the resulting list of journals to be posted.
To add a journal, press CTRL+N to create a line, and then select the appropriate journal type and number.
To remove a journal, press ALT+F9.
If you do not want vouchers that have errors to delay the posting of vouchers that do not have errors, select the Transfer errors check box on the individual journal lines.
To configure the transfer of errors for selected lines only, click Default values.
In the Set up posting dialog box, select or clear the Transfer errors check box, and then click Apply.
Click Insert all to apply the setting to all the selected journal lines.
–or–
Click User default to apply the setting to all users. Click OK to return to the Post journals form.
Click OK in the Post journals form to start the posting process.