When you work with the purchase management journal in Microsoft Dynamics 365 Business Central, you can jump straight from a journal line to the underlying document. This lets you check whether a specific line has been accepted, rejected, or simply not yet entered into the journal.
To open the document from a journal line, place the cursor on the line, go to Related, choose Functions, and select Show Document. From there you can edit the document directly.
Navigating from the purchase management journal to the source document
From the purchase management journal you can go directly into the document in question. That could be the quote or the order behind the line you are looking at.
This is useful when you want to verify the status of a line without leaving your overview. Say you have an order in front of you and you can see lines two and three, with values of 20,000 and 30,000. You might wonder what happened to line one, the 10,000 line. Has it been accepted, has it been rejected, or did you simply forget to put it into the management journal?
How to open the document from a journal line
To find out, place your cursor on the line you want to check. Go to Related, then Functions, and choose Show Document.
The document opens and shows all three lines, just as you would expect. When you scroll to the end, you can see that line one is not in the management journal because it has already been accepted.
Editing the document directly
Once you have the document open, you can edit it directly from there. You do not need to navigate away and find the document through another route.
Q&A
How do I open the source document from a purchase management journal line?
Place the cursor on the journal line, go to Related, then Functions, and select Show Document. This takes you straight to the quote or order behind the line.
Why is a line missing from my purchase management journal?
A line will not appear in the management journal if it has already been accepted. When you open the document, you can see the full set of lines, including the ones that are no longer in the journal because they were accepted.
Can I edit the document after opening it from the journal?
Yes. Once the document is open via Show Document, you can edit it directly without navigating elsewhere.