Post vs. Post and Transfer in Dynamics AX 2012

by | Updated August 15, 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.

Related Posts

  • Batch transfer rules in Dynamics AX 2012 is a new framework giving you the ability to control the timing of when a document posts to the ledger. These rules determine…

  • The Safari browser is now supported natively on Dynamics AX 2012 R2 as well as being supported on Dynamics AX RTM with a hotfix.  Taken from the updated System Requirements…

  • I put together some certification information on the requirements for Microsoft Dynamics AX 2012 and a proposed training roadmap to get to each of the core certifications.  Rather than have this…

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

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X