Post vs. Post and Transfer in Dynamics AX 2012

By Robert Mountain | February 24, 2016

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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