A company is implementing Dynamics 365 Business Central.
The company needs to post monthly general journal batches for purchase expenses incurred throughout the month.
The posted entries must have unique incremental document numbers.
The numbers must increment by one and be sequential.
You need to configure the system to meet the requirements.
Which three actions should you perform in sequence? Each correct answer presents part of the solution.
Click on the arrows to vote for the correct answer
A. B. C. D. E.BCE.
To configure the system to meet the company's requirements of posting monthly general journal batches for purchase expenses with unique incremental document numbers, the following three actions should be performed in sequence:
Create a No. Series: The first step is to create a No. Series for the purchase journal. No. Series is a pre-configured system functionality that helps to generate a unique and sequential number for each transaction based on the defined rules. In this case, a new No. Series needs to be created that will increment by one and be sequential for the purchase expenses.
Create a Template Batch with Posting No. Series: Next, a Template Batch with Posting No. Series should be created for the purchase journal. A Template Batch is a predefined set of parameters that can be used to automate and simplify the process of creating a new batch. In this case, the Template Batch should be set up with the previously created Posting No. Series. This will ensure that each time a new batch is created, it will use the unique incremental document number based on the defined rules.
Configure a General Journal with Purchase Reason Code: Finally, a General Journal with Purchase Reason Code should be configured. The Purchase Reason Code is a field that can be used to categorize the purchase expenses for reporting purposes. By configuring the General Journal with Purchase Reason Code, the company can track the purchase expenses based on the specific reason for each transaction.
Therefore, the correct sequence of actions to configure the system to meet the company's requirements is: B. Create the No. Series. A. Create a Template Batch with Posting No. Series. C. Configure a General Journal with Purchase Reason Code.