(POL) Post a Single Administrative Document (SAD) from the general journal [AX 2012]

Updated: October 8, 2012

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

This topic describes how to create a Single Administrative Document (SAD), and how to post the SAD transactions by using the general journal.

Before you start working with SADs, you must verify the setup of number sequences, main accounts for SADs, and duty rates groups. For more information, see (POL) Set up parameters for a Single Administrative Document (SAD).

To provide an item commodity code for the SAD references, you must set up an item code. Click General ledger > Setup > Item codes for SAD. Click New to create an item code.

  1. Click General ledger > Journals > General journal.

  2. Click New to create a journal, or select an existing journal to generate a transaction for.

  3. Click SAD documents to open the SAD documents form.

  4. Complete the fields on the SAD documents FastTab. For information about the fields on this FastTab, see (POL) SAD documents (form).

  5. On the SAD document references FastTab, on the Positions of SAD tab, in the Position field, enter the line number of the document.

  6. If you have to create additional position lines, click New. For each position, enter the tax amounts to increase the sales tax amount of the document.

  7. Complete the remaining fields on the Positions of SAD tab. For information about the fields on this tab, see (POL) SAD documents (form).

  8. On the Invoices for SAD - ledger tab and the Items from the SAD document tab, create lines, and then complete the fields on these tabs. The amount in the Total field on the Invoices for SAD - ledger tab is calculated from the amounts on the lines for each invoice number. The Total field value cannot be changed, and the value is displayed only when all the required values are entered on all the tabs.

    For information about the fields on these tabs, see (POL) SAD documents (form).

  9. Click Create lines for the SAD document to generate the transactions for the current document. New journal lines that represent postings for the SAD are created in the Journal voucher form for the selected journal line.

  10. Close the SAD documents form, and then, in the General journal form, click Lines to open the Journal voucher form. Click Post to post the transactions for the SAD.

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