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How to Tell what Automatic Journal was Used for Journal Entries in Sage X3 V12

Sage X3 Version 12 added an enhancement which helps provide additional auditing information regarding the origin of a GL journal entry. 

A source transaction field was added the GL Journal entry screen that provides the automatic journal that was used during creation of the entry.

Use these steps to assist users with determining which automatic journal was used to create a GL entry that was automatically generated.

  • Add the 'Source Transaction' field to the Journal Entry Transaction screen
  1. Go to Setup > Financials > Journal Entry Transactions
  2. Select the Journal Entry transaction that is currently used.
  3. On the Header section make sure the ‘Source transaction’ field is set to “Displayed”.
  4. Save and validate the entry transaction.
    X3 Journal Entry 3.1-1

    After adding the field to the entry transaction you can now see which automatic journal was used to create the automatically generated GL entries in Sage X3.

    X3 Journal Entry 3.2

>>Want more Sage X3 tips?
Check out our other Sage X3 Blog Posts!

>>For more information about Sage X3 Enhancements, take a look at the blog below:
Updated UI Enhancements in Sage X3

Tagged With: Sage X3, How-To
LeeAnn Segan

Written by LeeAnn Segan

LeeAnn Segan is an ERP Support Specialist with RKL eSolutions LLP. She supports Sage 500 ERP and Sage X3. LeeAnn specializes in the financial and distribution modules. Her background includes managing distribution and warehousing for ecommerce based companies. When not working, LeeAnn enjoys working out, volunteering with groups that support special needs, and spending time at the beach with family and friends.

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