Dynamics 365 Business Central

Dynamics 365 Business Central – Why do I have the popup “General Journal Template List” when opening the General Journal page

Gavin Whittaker2 Comments

Introduction

A client reported different behaviour when accessing the “General Journal” page across their various companies in Business Central.

When searching and selecting “General Journal” in one company, it opened the “General Journal” page immediately. However, in another company, they were presented with a “General Journal Template List” page. At this point, they had to select a template, before they could being entering the journal.

In this post, I’ll show why the companies are exhibiting different behaviour when trying to do the same task.

The Pop Up

In one company, when searching and selecting “General Journal” they are presented with the “General Journal Template List” page below:

This differs from the other company, which immediately takes them into the “General Journal” page so they can begin entering journals.

More on General Journal Templates

The clue for why this is happening lies in the heading of page that pops up – “General Journal Template List”.

Although we don’t have much interaction with General Journal Templates, one exists for each type of Journal that you can create (i.e. Payment Journal, Cash Receipt Journal, General Journal etc), providing default information for all their journal batches.

For example, a General Journal Template exists for journals that are entered via the “Payment Journals” page, one exists for journals that are entered via the “Cash Receipts Journals”, one exists for Journals entered via the “General Journal” page and so on.

The batches into which journals are entered are specific to the General Journal Template. Incidentally, this explains why a batch created in a “General Journal” page isn’t visible in the “Payment Journals” page, and vice versa.

The Issue

As the pop up is asking us to select a “General Journal Template”, the answer to the issue must lie in how these are configured.

I therefore open the “General Journal Template” page and spotted someone had created an additional template of Type “General”.

After a little digging, it appears a new user had mistakenly created the “GENERAL2” template when trying to create a new batch.

To resolve the issue I simply deleted the duplicate General Journal Template and the pop up has now disappeared.

Conclusion

While it’s technically possible to have multiple General Journal Templates for each Type, it’s not typically considered standard practice.

Rather than creating multiple General Journal Templates, its generally recommended to create multiple batches within each Template.

Thanks for reading!

Dynamics 365 Business Central – Making the most of your Business Central Trial – Create & Configure your own Company using my preconfigured Configuration Packages

Gavin Whittaker2 Comments

Introduction

This is the seventh and final video in the video series “Making the most of your Business Central Trial”. This video series is intended to help new users on their journey with the Business Central Trial, although it may also prove helpful for those already familiar with Business Central.

In this video I go through how to quickly create and configure your own company in Business Central using preconfigured Configuration Packages. (download link below!)

Using these configuration packages you can create a new Business Central company in minutes!

These configuration packages contain the following:

  • Basic setup data like Journal Templates and Batches, Number Series, sample payment terms & more!
  • A full Chart of Accounts
  • Posting Groups preconfigured using the COA
  • General Posting Setup completed using the COA
  • VAT Posting Setup completed using the COA
  • Sample Customers with posting setup completed that you can edit.
  • Sample Vendors with posting setup completed that you can edit.
  • Sample Location and Items with posting setup completed that you can edit.
  • Inventory Posting Setup completed using the COA
  • and much more!

After importing the configuration packages you have two options:

1. Use the Chart of Accounts and posting setup provided in the preconfigured configuration packages, and then bring in your own Customers/Vendors/Items using the awesome “Edit in Excel” feature. (the sample customers/vendors/items will be exported giving you insights into what data to populate)

2. Alternatively, export the COA, modify it, and re-import and tweak the posting setup. (watch the posting setup video to see how this works. You can see this here)

You can then setup your company specific dimensions and start testing out Business Central. (more on Dimensions in this video series here)

Which ever way you choose you should be able to start quickly testing the awesome features Business Central has to offer with your own data bringing Business Central to life 🙂

Ready to give it a go! To download the configuration packages click here.

I hope you like the Video but most of all I hope you turn that Trial into a full blown Business Central subscription – you won’t regret it!

Thanks for reading!

If you’re a UK business ready to move from learning into implementation, take a look at our fixed-price Business Central packages and pricing at Rapid365.co.uk