Renumber document numbers and preview posting

  • 3 minutes

With item journals, you can use several additional functions, such as:

  • Renumber document numbers

  • Preview posting

Renumber document numbers

On the Item Journals page, the Document No. field is editable so that you can specify different document numbers for different journal lines, or the same document number for related journal lines.

If a number series is specified in the No. Series field on the item journal batch, document numbers for individual or grouped lines must be in sequential order when you post an item journal. If they aren't, you can't post the journal. To avoid problems with posting, you can use the Renumber Document Numbers action on the Item Journals page before you post the journal. If related journal lines were grouped by document number before you used the action, they'll stay grouped but might be assigned a different document number.

Screenshot of renumber document numbers.

The Renumber Document Numbers action also works on filtered views.

Preview posting

When you post item journals or other warehouse documents, such as inventory picks and put-aways and warehouse shipments and receipts, you create different types of G/L entries. The following are examples:

  • Item entries

  • G/L entries

  • Value entries

  • Warehouse entries

To avoid mistakes upfront, use the Preview Posting action on journals and documents to review the types of entries that you'll create before you post.

The Preview Posting function is available on the following journals of the inventory, warehouse, manufacturing, and job application areas:

  • Warehouse Shipment

  • Transfer Order

  • Assembly Order

  • Production Journal

  • Warehouse Receipt

  • Item Journal

  • Inventory Pick

  • Item Reclass. Journal

  • Job Journal

  • Phys. Inventory Journal

  • Output Journal

  • Inventory Put-away

  • Consumption Journal

  • Physical Inventory Order

  • Revaluation Journal

  • Invt. Shipment

  • Invt. Receipt

  • Recurring Job Jnl.

  • Capacity Journal

  • Recurring Consumption Journal

  • Recurring Capacity Journal

The following video demonstrates how you can use the Renumber Document Numbers and Preview Posting functions.