BBCG.03.03.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 3: Configuring the General Ledger Periodic Journals (Digital)
The Waterdeep Trading Company is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards, and clerics in all Faerûn, and are headquartered in the great city of Waterdeep on the Sword Coast.
Recently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll-based financial system is not going to scale anymore. Their manual supply chain management processes that they are using will not handle their forecasted future demand.
As a result, they have taken the step to modernize their finance and supply chain systems and implement Microsoft Dynamics 365 to manage all their legal (and not so legal) entities. The following is a journal of how they set up their system and how they tweaked the system to make it work perfectly.
Now that we know how to create simple Journals within Dynamics 365 Finance, let us look at some of the other journal types that we can create. We will start by checking out the Periodic Journals.
Periodic Journals are designed to take care of all those journals that we need to post regularly, such as expenses, utilities, or recurring transactions.
Rather than recreate the Journal Voucher lines each time, you can create these Journals each time. We can create a Periodic Journal template, specify the journal's frequency, and then automatically have Dynamics 365 Finance do the work.
In this module, we will see how these are set up and work.
- Creating A Periodic Journal Type
- Creating Periodic Journals
- Using Periodic Journals
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