Inventory journal (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 Inventory management > Journals > Item transaction > 4 journals.

–or–

Click Inventory management > Journals > Item counting > 2 journals.

–or–

Click Fixed assets > Journals > Inventory to fixed assets.

–or–

Click Project management and accounting > Journals > Item.

Use this form to post the following types of information:

  • On-hand inventory levels

  • Inventory adjustment

  • Transfers

  • Bills of material transactions

  • Counting journals

  • Fixed assets

  • Items related to projects

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Name

Select a journal name when you create a new journal. You can select only those names that are relevant for each journal type created in the Journal names, inventory form.

For more information, see Journal names, Inventory (form).

Journal

The worksheet journal number, which is assigned according to the number sequence specified during setup. The number sequence is set up in the Journal names, inventory form. A journal name can have several journal numbers, each with its own journal lines.

For more information, see Journal names, Inventory (form).

Journal type

The selected inventory journal type. The available values are as follows: Movement, Inventory adjustment, Transfer, BOM, Counting, Project, Tag counting, and Fixed assets.

Description

A description of the journal.

Lines

The number of journal lines.

Posted

If this check box is selected, the journal has been posted. To view the specific journal lines, click Lines.

Voucher series

Choose a voucher series ID, which is created in the Number sequences form.

Selection by

When will a new voucher number automatically be picked?

New voucher by

When will a new voucher be allocated?

Detail level

Specify the summation level.

Delete lines after posting

Select this check box if journal lines should be deleted when the posting is completed.

Offset account

The offset account number.

Reservation

Type of reservation:

  • Manual – Use the Reservation function to reserve the item selected for the transaction.

  • Automatic – The item is reserved automatically for that transaction.

Private for user

The user of the journal.

Locked by system

When this check box is selected, the inventory journal is locked by the program and you cannot save new lines or edit existing ones.

Private for user group

The user group of the journal.

Posted on

The date and time on which the journal was posted.

Posted by

The user who posted the journal.

Original journal No.

The journal number that the lines are transferred from.

See also

Using inventory journals

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