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Setup page · General ledger

Posting definitions

Rules with match criteria and generated entries that classify main accounts and financial dimensions on accounting entries, used instead of posting profiles for supported transactions.

Used by
Accountant, Accounting manager, Accounting supervisor and 9 more roles
Business process
Set up posting definitions in Dynamics 365 Finance
Menu item
JournalizingDefinition
Main table
JournalizingDefinition
Data entity
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Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isRules with match criteria and generated entries that classify main accounts and financial dimensions on accounting entries, used instead of posting profiles for supported transactions.
What you do hereUsed to specify match criteria and the entries to generate when a match occurs, with priorities, a test wizard, and versions with effective dates.
ExampleCreate a future version of a posting definition to post to a different ledger account in a new fiscal year.
Posting definitions page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDefine accounting policies › Define posting policies › Set up posting definitions in Dynamics 365 Finance
Menu pathGeneral ledger › Posting setup › Posting definitions
Set up firstGeneral ledger parameters Microsoft Learn ↗
Used next byTransaction posting definitions Microsoft Learn ↗Purchase order year-end process Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Posting definitions1 screen

Used to specify match criteria and the entries to generate when a match occurs, with priorities, a test wizard, and versions with effective dates.

  1. Screen 1

    Create the posting definition

    Go to General ledger > Posting setup > Posting definitions

    1. Select New and enter the posting definition code
    2. Under MATCH CRITERIA, select Add and enter the account structure and match account
    3. Under GENERATED ENTRIES, select Add and enter the generated account and debit/credit
    1Posting definitionBEAT-PUR
    2Match account number610100
    3Generated account number210100
    ModuleAccounts payable
    Account structureBEAT-MAIN
    Generated debit/creditBalancing
    Create the posting definition (zoomed on the outlined fields)
    Show the full screenCreate the posting definition
    page title tab to open what to set or check

Microsoft's steps

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Field guide

FieldWhat it meansWorked exampleTable column
ModuleThe module the posting definition belongs to, such as Purchasing or Bank; linked definitions must share a module.Microsoft Learn ↗Accounts payable—
Match criteriaThe accounts and dimension values that an originating entry must match for the definition to apply.Microsoft Learn ↗——
Generated entriesThe ledger entries created when a transaction matches the criteria.Microsoft Learn ↗——
PriorityThe order in which entry lines are checked; the lowest number is checked first and the first match wins.Microsoft Learn ↗——
Posting definition—BEAT-PUR—
Account structure—BEAT-MAIN—
Match account number—610100—
Generated account number—210100—
Generated debit/credit—Balancing—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Posting definitions——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterPosting definitions can have dated versions, so a change, such as posting to a different account, can take effect from a future date like the start of a new fiscal year. Microsoft Learn ↗

Technical architect

6Technical

Menu itemJournalizingDefinition Checked in Dynamics 365
FormJournalizingDefinition Checked in Dynamics 365
TableJournalizingDefinitionShown as “Posting definition” in Record infoKey field: JournalizingDefinitionCodeChecked in Dynamics 365
Data entities—
Who can open itPrivilegesMaintain posting definitions JournalizingDefinitionMaintainView posting definitions JournalizingDefinitionViewDutiesInquire into general ledger policies LedgerGeneralLedgerPoliciesInquireEnable general ledger process LedgerGeneralLedgerProcessEnableInquire into general ledger policies RentalLedgerGeneralLedgerPolicieInquireEnable general ledger process RentalLedgerGeneralLedgerProcessEnable
12 security rolesAuditor AuditPolicyManagerChief financial officer CompanyChiefFinancialOfficerInventory accountant InventCostAccountantInventory accountant clerk InventCostCostClerkAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental sales manager RentalSalesManager
Checked in Dynamics 365
Actions on the pagePosting definition: Version, View, TestButtons: As of dateChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=JournalizingDefinition
Integrate with—
Table definitionJournalizingDefinition columns and relations Microsoft data model ↗

Everyone

8Sources and checks