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Post vouchers from other modules, like sales invoices

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This article describes how to post Chinese vouchers from the general ledger, inventory movement journals, sales invoices, and purchase invoices for China in Microsoft Dynamics 365 Finance.

You can post Chinese vouchers from the general ledger, inventory movement journals, sales invoices, and purchase invoices. When you post from these sources, the default Chinese voucher type and Chinese voucher number will be assigned to those financial vouchers.

The following procedures walk you through posting Chinese vouchers from the Inventory movement journal and from a sales invoice.

Before you can complete these procedures, you must add the current fiscal year to the current fiscal calendar. The procedures were created using the demo data company CNMF.

Post Chinese vouchers from an inventory movement journal

To post Chinese vouchers from an inventory movement journal, follow these steps.

  1. In Dynamics 365 Finance, go to Inventory management > Journal entries > Items > Movement.
  2. Select New.
  3. In the Name field, enter or select a value.
  4. Select OK.
  5. Select New.
  6. In the list, mark the selected row.
  7. In the Date field, enter a date.
  8. In the Item number field, enter or select a value.
  9. Close the page.
  10. In the Quantity field, enter a number.
  11. In the Offset account field, enter the desired values.
  12. Select the Inventory dimensions tab.
  13. In the Site field, enter or select a value.
  14. In the Warehouse field, enter or select a value.
  15. Close the page.
  16. In the Size field, enter or select a value.
  17. Select the Financial dimension tab.
  18. Close the page.
  19. In the BusinessUnit field, enter or select a value.
  20. In the CostCenter_CN field, enter or select a value.
  21. In the Department_CN field, enter or select a value.
  22. Select Save.
  23. Select Validate.
  24. Select OK.
  25. Select Post.
  26. Select OK.
  27. Select Inventory.
  28. Select Transactions.
  29. On the Action Pane, select Ledger.
  30. Select Financial voucher. For example, the Chinese voucher type Tran is assigned.

Post Chinese vouchers from a sales invoice

To post Chinese vouchers from a sales invoice, follow these steps.

  1. In Dynamics 365 Finance, go to Accounts receivable > Orders > All sales orders.
  2. Select New.
  3. In the Customer account field, enter or select a value.
  4. Expand the General section.
  5. Expand the Administration section.
  6. Select OK.
  7. In the list, mark the selected row.
  8. In the Item number field, enter or select a value.
  9. Close the page.
  10. Expand the Line details section.
  11. Select the Setup tab.
  12. Select the Product tab.
  13. In the Size field, enter or select a value.
  14. In the Warehouse field, enter or select a value.
  15. Close the page.
  16. Select the Price and discount tab.
  17. Select the Financial dimensions tab.
  18. In the Quantity field, enter a number.
  19. In the Unit price field, enter a number.
  20. In the Deliver now field, enter a number.
  21. Select Save.
  22. On the Action Pane, select Invoice.
  23. Select Invoice.
  24. Expand the Parameters section.
  25. In the Quantity field, select an option.
  26. Select OK.
  27. Select Invoice.
  28. Select Transactions.
  29. Select Voucher. For example, you can see that the Chinese voucher type Tran has been assigned.