Transaction page · General ledger
Global general journals
A journal page for entering a general journal in any legal entity in the environment without switching companies first.
- Used by
- Accountant
- Business process
- —
- Menu item
LedgerJournalTableDailyGlobal- Main table
LedgerJournalTable- Data entity
ExpenseJournalHeaderEntity- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A journal page for entering a general journal in any legal entity in the environment without switching companies first. |
|---|---|
| What you do here | Used to create a journal for a selected legal entity and open its standard journal lines, and, with the multi-company posting feature, to select journals across legal entities for posting. |
| Example | For example, a user who creates a journal in one company and then switches to another company can still see all the general journals. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | General ledger › Journal entries › Global general journals |
| Set up first | — |
| Used next by | — |
| Related pages | General journals Microsoft Learn ↗General journal processing Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to General ledger > Journal entries > Global general journals.
- Select New journal.
- Select the legal entity for the journal.
- Specify the journal that you want to enter data for.
- Select Lines to open the journal lines page, the same one used for general journals.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| — | |||
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | LedgerJournalTableDailyGlobal Checked in Dynamics 365 |
|---|---|
| Form | LedgerJournalTable Checked in Dynamics 365 |
| Table | LedgerJournalTableShown as “Ledger journal table” in Record infoKey field: JournalNumChecked in Dynamics 365 |
| Data entities | ExpenseJournalHeaderEntityProject expense journal header Microsoft data model ↗VendInvoiceJournalHeaderEntityVendor invoice journal header Microsoft data model ↗VendInvoiceRegisterHeaderEntityVendor invoice register header Microsoft data model ↗VendorPaymentJournalHeaderEntityVendor payment journal header Microsoft data model ↗CustInvoiceJournalHeaderEntityCustomer invoice journal header Microsoft data model ↗CustomerPaymentJournalHeaderEntityCustomer payment journal header Microsoft data model ↗BankJournalHeaderEntityBank journal header Microsoft data model ↗AssetJournalEntityFixed asset journal Microsoft data model ↗AssetJournalHeaderEntityFixed asset journal table Microsoft data model ↗AssetJournalV2EntityFixed asset journal V2 entity Microsoft data model ↗LedgerJournalEntityGeneral journal Microsoft data model ↗LedgerJournalHeaderEntityLedger journal table Microsoft data model ↗LedgerReportingCurrencyAdjustmentJournalHeaderEntityReporting currency adjustment journal header Microsoft data model ↗SlipJournalEntitySlip journal Microsoft data model ↗RAssetJournalHeaderEntityFixed asset journal header (Russia) Microsoft data model ↗ |
| Who can open it | PrivilegesLedgerJournalDailyGlobalMaintain LedgerJournalDailyGlobalMaintainDutiesLedgerJournalDailyGlobalMaintain LedgerJournalDailyGlobalMaintain1 security rolesAccountantLedgerAccountant |
| Actions on the page | Buttons: New journal, Lines, Open lines in Excel, Validate, Post, Approval, Inquiries, PrintChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=LedgerJournalTableDailyGlobal |
|---|---|
| Integrate with | ExpenseJournalHeaderEntity data entity Microsoft data model ↗ |
| Table definition | LedgerJournalTable columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/general-ledger/general-journal-processing
- learn.microsoft.com/dynamics365/finance/general-ledger/general-journal-processing
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/accountingfoundation/worksheetheader/ledgerjournaltable
- learn.microsoft.com/training/modules/general-ledger-daily-procedures-dyn365-finance/3-process-journal-entry
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.