Setup step on the Posting definitions page · General ledger

Set up Posting definitions

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

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: —
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	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.
What you do here	Used to specify match criteria and the entries to generate when a match occurs, with priorities, a test wizard, and versions with effective dates.
Example	Create 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 process	Define accounting policies › Define posting policies › Set up posting definitions in Dynamics 365 Finance
Menu path	General ledger › Posting setup › Posting definitions
Set up first	General ledger parameters Microsoft Learn ↗
Used next by	Transaction posting definitions Microsoft Learn ↗Purchase order year-end process Microsoft Learn ↗
Related pages	—
In this process	← Set up Transaction posting definitions

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.

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 definition BEAT-PUR
2Match account number 610100
3Generated account number 210100
Module Accounts payable
Account structure BEAT-MAIN
Generated debit/credit Balancing
Show the full screen
page title tab to open what to set or check

1Posting definition	BEAT-PUR
2Match account number	610100
3Generated account number	210100
Module	Accounts payable
Account structure	BEAT-MAIN
Generated debit/credit	Balancing

Microsoft's steps

—

Field guide

Field	What it means	Worked example	Table column
Module	The module the posting definition belongs to, such as Purchasing or Bank; linked definitions must share a module.Microsoft Learn ↗	Accounts payable	—
Match criteria	The accounts and dimension values that an originating entry must match for the definition to apply.Microsoft Learn ↗	—	—
Generated entries	The ledger entries created when a transaction matches the criteria.Microsoft Learn ↗	—	—
Priority	The 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 step	Recommended value and why	Decision · common mistake · test
Set up 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	Posting 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 item	`JournalizingDefinition` Checked in Dynamics 365
Form	`JournalizingDefinition` Checked in Dynamics 365
Table	`JournalizingDefinition`Shown as “Posting definition” in Record infoKey field: JournalizingDefinitionCodeChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain posting definitions `JournalizingDefinitionMaintain`View posting definitions `JournalizingDefinitionView`DutiesInquire into general ledger policies `LedgerGeneralLedgerPoliciesInquire`Enable general ledger process `LedgerGeneralLedgerProcessEnable`Inquire into general ledger policies `RentalLedgerGeneralLedgerPolicieInquire`Enable general ledger process `RentalLedgerGeneralLedgerProcessEnable` 12 security roles Auditor `AuditPolicyManager`Chief financial officer `CompanyChiefFinancialOfficer`Inventory accountant `InventCostAccountant`Inventory accountant clerk `InventCostCostClerk`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Rental coordinator agent `RentalCoordinatorAgent`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Rental sales manager `RentalSalesManager` Checked in Dynamics 365
Actions on the page	Posting definition: Version, View, TestButtons: As of dateChecked in Dynamics 365

Developer

7Developer

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