Post vs. Post and Transfer in Dynamics AX 2012

by | Feb 24, 2016 | Dynamics AX, Financials

Save your sanity. Don’t get lost in transfer.

You may have noticed an extra menu item when posting your financial journals. Instead of Post, you could choose to Post and Transfer. Transfer you say? Doesn’t my transaction transfer to the General Ledger when I Post it? What’s this extra Transfer doing in there?

First you are correct, your transaction does transfer to the General Ledger when you post it. That is assuming that there are no errors in the transaction. We’ve all been frustrated by an error message when trying to post a journal with multiple lines, having to go through line by line until the errors are all corrected. Well, with the Post and Transfer option, you can avoid some of this hassle. When you use Post and Transfer, transactions that have all the correct information will post without an issue. Those transactions that have a bit of an issue are then transferred to a new journal so that you can work on them until you have them all dressed up and ready for posting.

The Post and Transfer option is available on most journals in Dynamics AX 2012 with the exception of Project Hours journals and some Inventory journals. It may come in handy when you are posting Financial journals with lots of lines. It will keep you from getting lost in transfer errors and may just save your sanity.

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2 Comments

  1. TomN

    Hey this is old post, but I just ran across it today. what happens with balanced transactions with posting definitions? our problem with really long entries is that can’t filter the ALE to just the errors since a display thing and if tried this post and transfer wondering if the errors would be transferred to new document if got error that must be balanced on the original.

    EX: 1000 DR balancing dimesion
    100 CR dimension 1
    100 CR dimension 2
    100 CR dimension 3
    100 CR dimension 4 ERROR here
    100 CR dimension 5
    500 CR dimension 6

  2. Taylor Valnes

    Hello Tom,

    Due to the complexity of your question we can’t really answer it in a blog comment, however if you are interested we do have some support options on our site that you could look at. Here is the link if you’d like to take a look: https://stoneridgesoft.wpengine.com/microsoft-dynamics-ax-support/

    Regards,
    Taylor

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