Tuesday, August 13, 2013

General Journal : Detail Level - Details OR Summary


While creating the General Journal, in the Header, there is one parameter which affects the manner in which the transaction is posted.

As per the explanation in the AX Training Manuals:

Details: Every instance of the account number in the journal lines is posted as separate account transaction.

Summary: A summation of journal lines into one transaction is performed automatically during posting if voucher with date, account number, dimension and currency code contain the same value.

I decided to test this, by passing following transaction via general journal, once by selecting Details and the second time by selecting Summary.

Dr      Expenses   700
          CR     Petty Cash    300
          CR     Petty Cash    200
          CR     Petty Cash    150
          CR     Petty Cash      50

After I posted the transaction, I saw the voucher from the Inquiries section and this is what I found.

By selecting Details:

 
By selecting Summary:



Hope this helped to clarify the difference.

Thanks!

AXAPTAMANIAC
 

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