Setup step on the Transaction posting definitions page · General ledger
Set up Transaction posting definitions
Used to choose the posting definition for each transaction type; when Use posting definitions is selected, all transactions of that type must use posting definitions.
- Used by
- Accountant, Accounting manager, Accounting supervisor and 9 more roles
- Business process
- Set up posting definitions in Dynamics 365 Finance
- Menu item
JournalizingDefinitionTrans- Main table
JournalizingDefinitionPurchTrans- Data entity
JournalizingTransactionPostingDefinitionPurchasingEntity- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | The page that associates posting definitions with transaction types. |
|---|---|
| What you do here | Used to choose the posting definition for each transaction type; when Use posting definitions is selected, all transactions of that type must use posting definitions. |
| Example | In the Purchasing area, select the Purchase order transaction type to associate a posting definition with purchase order encumbrances. |
Functional consultant · Solution architect
2Where it fits
| Business process | Define accounting policies › Define posting policies › Set up posting definitions in Dynamics 365 Finance |
|---|---|
| Menu path | General ledger › Posting setup › Transaction posting definitions |
| Set up first | Posting definitions Microsoft Learn ↗General ledger parameters Microsoft Learn ↗ |
| Used next by | Purchase order year-end process Microsoft Learn ↗ |
| Related pages | — |
| In this process | Set up Posting definitions → |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Transaction posting definitions1 screen
Used to choose the posting definition for each transaction type; when Use posting definitions is selected, all transactions of that type must use posting definitions.
Screen 1
Assign the posting definition to vendor invoices
Go to General ledger > Posting setup > Transaction posting definitions, Accounts payable tab
- Open the Accounts payable tab
- In Select, choose Vendor invoice
- Select New and set the item code, account code and posting definition
1Select Vendor invoice 2Posting definition BEAT-PUR Item code All Account code All 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Select | — | Vendor invoice | — |
| Item code | — | All | ItemCode |
| Account code | — | All | — |
| Posting definition | — | BEAT-PUR | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Transaction posting definitions | — | — |
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 | Once a posting definition is linked to a transaction type here and posting definitions are turned on in General ledger parameters, every transaction of that type must use posting definitions. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | JournalizingDefinitionTrans Checked in Dynamics 365 |
|---|---|
| Form | JournalizingDefinitionTrans Checked in Dynamics 365 |
| Table | JournalizingDefinitionPurchTransShown as “Purchasing transaction journalizing definition” in Record infoChecked in Dynamics 365 |
| Data entities | JournalizingTransactionPostingDefinitionPurchasingEntityTransaction posting definition purchasing Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain transaction posting definitions JournalizingDefinitionTransMaintainView transaction posting definitions JournalizingDefinitionTransViewDutiesInquire into general ledger policies LedgerGeneralLedgerPoliciesInquireEnable general ledger process LedgerGeneralLedgerProcessEnableInquire into general ledger policies RentalLedgerGeneralLedgerPolicieInquireEnable general ledger process RentalLedgerGeneralLedgerProcessEnable12 security rolesAuditorAuditPolicyManagerChief 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 |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=JournalizingDefinitionTrans |
|---|---|
| Integrate with | JournalizingTransactionPostingDefinitionPurchasingEntity data entity Microsoft data model ↗ |
| Table definition | JournalizingDefinitionPurchTrans columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/general-ledger/example-posting-definitions
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/accountingfoundation/group/journalizingdefinitionpurchtrans
- learn.microsoft.com/dynamics365/finance/general-ledger/example-posting-definitions
- learn.microsoft.com/dynamics365/finance/general-ledger/posting-definitions
- learn.microsoft.com/dynamics365/finance/budgeting/purchase-order-year-end-process
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.
GL-POSTING-030 — Set up Transaction posting definitions. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/GL-POSTING-030