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Invoice journal template

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  • 1.  Invoice journal template

    Posted 19 days ago
    Hi,
    Is it possible to delete an "Invoice journal template" in D365?
    If yes, please let me know how.
    If no, why Microsoft didn't think about that?

    Thank

    Richard

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    Richard Malouin CPA, CGA
    PSP Investments
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  • 2.  RE: Invoice journal template

    TOP CONTRIBUTOR
    Posted 18 days ago
    Hi Richard,

    Can you explain what you mean with an "Invoice journal template"?

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    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
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  • 3.  RE: Invoice journal template

    Posted 18 days ago
    Hi André,

    Template: Invoice entry that you will use on a regular basis and you will use the same Ledger and vendor each time. Description, date and amount should change.

    And it's not a "periodic entry".

    Thanks


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    Richard Malouin CPA, CGA
    PSP Investments
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  • 4.  RE: Invoice journal template

    TOP CONTRIBUTOR
    Posted 18 days ago
    Hi Richard,

    Which exact menu path are you using to create or view your templates?

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------



  • 5.  RE: Invoice journal template

    Posted 18 days ago
      |   view attached
    Hi André,

    Once in the Batch, and all lines entries created, i click on Function/Save voucher template. See attachment.

    Thanks

    Richard

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    Richard Malouin CPA, CGA
    Senior analyst
    PSP Investments
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  • 6.  RE: Invoice journal template
    Best Answer

    TOP CONTRIBUTOR
    Posted 18 days ago
    Hi Richard,

    Thanks for the clarification. I'm aware of the voucher template functionality, but got confused.
    There is actually one option to delete the voucher templates. When you open the Select voucher template form from the sub menu as shared above by you, you are able to mainly select templates. If you select a certain template (upper part of the form), you can use the key combination ALT+F9 or ALT+DEL to delete a template.

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------



  • 7.  RE: Invoice journal template

    Posted 18 days ago
    Hi Richard,

    Select the voucher template header (or line) and use "ALT+Del" and that should get rid of it.

    Cheers
    Phil

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    Phil Dawson
    Data#3 Limited
    Toowong
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