Dynamics 365 Business Central: Editable fields in Ledger Entries.

Hi Folks,

In Microsoft Dynamics 365 Business Central, Ledger entries represents the financial transactions in the system, such as journals, invoices, payments. Generally, once ledger entries are posted in the system, they are meant to be immutable to ensure the integrity of financial reporting. However, there are a few editable fields in ledger entries, depending on the stage and context.

Let’s have a quick look.

Click search Icon on top right corner or use hotkeys (Alt +Q). Search for Customer Ledger Entries. Click on – Edit List.

The below highlighted fields are editable. As shown below the description is changed.

Vendor Ledger Entry:  Highlighted fields are editable.

General Ledger Entries: Highlighted fields are editable.

Now let’s see how we can add custom field on Ledger and modify them.

Added a field on Table Vendor Ledger entry.

Displayed the field on the Vendor Ledger Entry Page.

Open the Vendor Ledger entry page and typed in INV-23145 on field “My Invoice No.” as shown below.

Notice that the field value is not saved.

The reason is because there is no permission to modify. However, we can still modify it directly. Microsoft have provided several Codeunit specific to area for handling such scenario. You can search them on AL Explorer (*-Edit*)

In our example we will subscribe to the event (OnBeforeVendLedgEntryModify) on the codeunit 113 Vend. Entry-Edit.

Below is the code added to event.

After publishing the changes, added the value on field – “My Invoice No.” Below is the result.

Similarly, we can add fields on other Ledger entry tables.

Note: Modifying the data on Ledger entries should be avoided as it can lead to data inconsistency.

In case something is posted wrongly then the best practice should be followed, by reversing the transaction and posting the new correct one.

Thanks!!

Please subscribe and share your thoughts in the comments.!!