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Setup job journals

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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate A "configuration"-video is about how you configure your solution and get it ready for use. Typically, these videos are quite advanced. Configurations
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Presenter: Mette Thavlov Neukirch

How do you setup a job journal?

Well, let’s have a look at job journals. And remember the difference. Job journals and job G/L journals are not the same. The difference is that job journals will not create G/L entries when you post it.

This is what happens in the video

So, let’s have a look at the job Journal, not G/L. I will choose job journal templates. Unless you can see that two lines here. So, two different templates, there’s a template for a normal job journal, and for recurring job journal. But we will look at that in another video.

So, here we have a name and a description, and we can define a number series which will be inherited to the job journal batches. And this is like any other journal setup.

Since it’s not a recurring Journal, we will not set a checkmark here and you can see that source code is set to job Journal, which is also correct.

There’s no reason code but that’s fine. And I’m not choosing to increment the batch name. So, for example, if I wrote a name called job one, it would increment every time I post. So, Job 1, 2, 3, and so on, but we’re not using that.

Let’s have a look at the job General batches. So, these are the actual job journals we’re working in and as you can see, there’s two different ones; one called default and one called standard. I can just add the missing description.

As you can see the number series setup has been inherited from the job journal template, but we’re able to change it for the specific job journal if we want different number series, or if we want to be using posting number series instead, but often it’s fine to use the same number series as long as we’re not different employees posting in different journals at the same time.

If this list is blank when you open it, you can of course create a new line. Just give it a name. And you’re ready to start working in the journal.

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