Journal name (form)

  • Article

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

Click Cost accounting > Setup > Journal names.

Use this form to create and manage templates for the Cost transactions journal and the Service transactions journal in Cost accounting.

Each journal name contains a voucher series and other information that is reflected in all journals that are based on that template. Create and manage cost journal information for the following transaction types:

  • Cost –Register costs that cannot be generated automatically in General ledger or to adjust transactions that are generated in General ledger.

  • Services – Use this transaction type for quantities that must be registered manually.

Note

Before you set up journal names, make sure that the voucher series you want to use is specified in the Number sequences form.

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

Tabs

Tab

Description

General tab

Create rules for voucher numbering, offset cost categories, and dimensions for the journal name that is selected on the Overview tab.

Fields

Field

Description

Name

The journal name. This name is used to refer to the journal throughout Microsoft Dynamics AX.

Description

A short description of the journal.

Journal type

Select the type of journal. The journal type determines what the journal is used for.

Voucher series

Enter the number sequence that is used for voucher numbering.

Delete lines after posting

Select this check box to delete journal lines after posting.

Active

Select this check box to activate the journal approval system for this journal name.

Approve

Enter the user group that can approve the journal name in journals or journal lines. Only users in the group can approve the journal.

Offset transaction active

Select this check box to activate the offset transactions for this journal.

Offset cost category

Define the default offset cost category for the journal name. You can overwrite this default in the journal at any time.

Identical offset transaction

Select this check box if the offset category should be the same as the cost category.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).