Automatic split of large financial journals

As of Microsoft Dynamics 365 Finance version 10.0.36, the Automatic split of large financial journals feature improves the posting performance of financial journals. The performance improvements are achieved by automatically splitting a financial journal into multiple journals and posting them in batch mode. Batches are split based on a line limit that's defined by Microsoft. This feature works for all types of financial journals except payroll disbursement and fixed assets journals.

Part of this new feature is Parent journal and related journals. All journals that are created from the automatic split of one large journal are related to each other through the parent journal number that's stored in each of them. All these journals are considered related journals, and the original journal is considered the parent journal. Users can include the Parent journal number field in the list to view the parent journal and its related journals. Storage of this mapping has benefits during a Reversal of journal scenario.

Note

The Automatic split of large financial journals feature is enabled in Feature management.

Feature summary and benefits

Customers often post financial journals that contain a large number of lines. This situation can cause performance issues.

In previous versions, each journal had a Line limit parameter that defined the limit for lines per journal. By default, the line limit was blank, and if the customer didn't set any value or set a very large number as the limit, there were posting performance issues for large journals. To address this limitation, the Automatic split of large journals feature was introduced. After this feature is active, it hides the Line limit parameter from individual journals. Instead, Line limit becomes a global parameter that's effective for all journals. The default value for the Autosplit parameter is 1000. Microsoft recommends that you use this value.

The Automatic split of large financial journals feature removes the Lines limit setting from the journal name and automatically splits a journal into multiple journals. The journal is split based on a limit of 1,000 lines that's defined by Microsoft. New journals that are created because of the automatic split contain a reference to the original journal. This journal is considered the parent journal, and other split journals are considered related journals.

Vouchers are never split across multiple journals, even if the voucher contains more than the line limit. The individual voucher lines always remain in the same journal. For example, if a journal contains a single voucher that has 2,000 lines, all the lines of the voucher remain in one journal.

If the number of lines in the journal exceeds the defined line limit, posting stops, and a warning instructs the user to post the journal in batch mode. Posting in batch mode improves posting efficiency and lets users continue their work.

Note

One exception to the Automatic split of large financial journals feature involves simulated posting. When this operation is performed, it skips the check for an automatic split limit. Instead, it runs the posting simulation on all lines, treating them as one journal. Simulated posting works on the whole journal but is a synchronous process. If the journal has a large number of lines, the user's UI interaction is blocked until the operation is completed.

Scenario

For example, a general journal contains 1,050 lines. Each line is a separate voucher. After the feature is enabled, a warning informs the user that they should use the Post in batch process.

In the batch job configuration, Batch processing can't be disabled. After the batch processing is completed, two separate journals are shown. The first journal contains the first 1,000 lines (each of which is a separate voucher), and the second journal contains the remaining 50 lines.

Reversals

For information on how to reverse journals that were automatically split, see Reverse journal entries.