🛡️ Welcome to the AxmedJay Journey
Mistakes happen. Especially in financial operations, where
even a small error in a payment journal can stop critical processes.
Microsoft Dynamics 365 Finance offers a powerful feature
called Post and Transfer — a way to keep your operations flowing even
when errors occur.
In this post, we'll dive into how Post and Transfer works,
why it matters, and how you can use it to save time, reduce disruption, and
keep financial transactions moving — because in finance, agility is everything.
Post and Transfer Functionality
Post and Transfer Functionality is used in D365 when an
error causes the whole journal to fail during posting. Sometimes there are huge
integrations involved for payments posting, an error can cause the whole
journal to fail, for this reason post and transfer functionality is used.
Post and transfer functionality shifts the journal lines to
a new journal. The log, history and reference are made to the parent journal.
Through this way the parent journal without a line issue is posted successfully
without any issue.
· Enter lines on Customer payment journal.
· Add multiple lines to the journal.
· The customer account in one of the lines is left out
Click on transfer and post
- System will move the line with error in another journal line.
- The correct lines would be posted.
- Line with error would be shifted to a new Journal.
· The Journal with error lines will be created through post and transfer.
· To find that journal we have to add a column for ‘Parent journal’ in the Main journal header page.
· For that GO to Accounts Receivable>Customer Payment Journals
· Right click on the journals table and click on ‘Add column’
·
Any journal which would be from the result of
Post and transfer functionality would be present with the parent journal
reference and its log.
- For Customer log click on History
- And check the log why this journal caused and error.
🛡️ Thanks for Walking
the Path with AxmedJay
By mastering Post and Transfer, you're not just fixing
errors—you’re building resilience into your financial processes.
Every journal posted successfully is a step toward smoother
operations and smarter system design.
Stay tuned as we explore more hidden gems inside D365 Finance. Until then — stay sharp, stay curious, and keep posting forward.
