How to enable the Source transaction in Journal entry

By | August 29, 2019

In Sage X3 version 12 release, there is an amendment to the existing feature for the journal entry transaction screen. Where we can now get the journal entry source transaction details which is mapped with the respective transactions.

This addition will ease the auditing of journal entry. To enable this amendment you need to follow the steps below. However, since it’s an amendment the users who have already used this in lower version will be aware of the steps to follow.

Navigate To: Setup>Financial>Journal entry transaction.

Navigation Screen Sage X3
Navigation Screen

Navigate To: Setup>Financial>Journal entry transaction>Header tab

On journal entry transaction screen, select Entry mode of source, Displayed, being there are only 2 options Hidden/Displayed.

Journal Entry Setup Screen
Journal Entry Setup Screen

Once we select the “Displayed “entry mode you can see the source transaction in journal entry screen.

Journal entry

Journal Entry

You can see in the above screen, source transaction display as “SIHI”.This Source transaction field gives the source information of the Journal.

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