Learn how to preview item journals in Business Central to avoid errors

As a part of the 2023 release wave 1 of Business Central, users will now have the ability to review item journals and other inventory documents before posting them, allowing for a proactive approach to avoiding errors. This functionality is valuable for businesses operating within Business Central as it helps mitigate costly and time-consuming risks by providing a preview of the entries before committing them to the database. Many businesses have incorporated this preview feature as a standard practice in their daily workflows to optimize resource utilization. To effectively preview entries before posting, it is important to know which pages offer this functionality and where to find it. In this blog post, we will focus on previewing item journals and provide an overview of other available pages for previewing prior to posting in Business Central.

Previewing item journals is an important step for organizations to achieve error-free posting. By incorporating this process into daily workflows, you can minimize mistakes and their subsequent impact on time and resources. The Preview posting functionality in Business Central allows you to review the different types of entries that will be created when posting your item journal, including item ledger entries, general ledger entries, value entries, and warehouse entries. This comprehensive preview empowers you to catch and rectify any errors or discrepancies before committing the entries, ensuring greater accuracy and reliability in your posting processes.  

Incorporating the preview functionality into processes provide the following benefits: 

• Error Prevention – Previewing item journals allows users to catch mistakes before they are committed, reducing the likelihood of errors in the final entries 
• Time and Resource Savings – By identifying and addressing issues beforehand, the preview functionality helps save time and minimizes the need for additional resources to rectify errors after posting 
• Enhanced Confidence – The ability to review and confirm the entries prior to posting instills confidence in users, knowing that the posted data is accurate and reliable 
• Streamlined Processes – Incorporating the preview functionality into daily workflows optimizes operational efficiency by ensuring smooth and error-free posting 
• Data Integrity – Previewing item journals helps maintain data integrity by minimizing inaccuracies and inconsistencies in the posted entries 
• Risk Mitigation – By proactively reviewing and correcting errors, businesses can mitigate potential risks associated with incorrect or incomplete entries 
• Improved Decision–making – Accurate and reliable data resulting from the preview functionality enables better-informed decision-making within the organization 

Preview posting can be seamlessly integrated into your company’s processes to reduce errors and mistakes in posted entries. To utilize preview posting for item journals, follow the step-by-step guide below: 

1. Search for and select Item Journals 
2. Select Post >> Preview Posting 
3. Here, a user can select any of the related entries to ensure that the entries occurred, as expected 
   This will allow a user to view each entry without issue

Once you have reviewed your item journals for accuracy, you are ready to post. Previewing item journals within Business Central using the preview posting functionality is a highly effective way to minimize errors in your team’s daily operations.

The preview posting functionality in Business Central extends beyond item journals, providing users with the ability to access the preview feature on multiple pages. This feature allows for a comprehensive review of entries before committing them, ensuring accuracy and minimizing errors. The following pages offer the preview functionality: 

• Warehouse Shipment  
• Transfer Order  
• Assembly Order  
• Production Journal  
• Warehouse Receipt  
• Item Journal  
• Inventory Pick  
• Item Reclass. Journal  
• Job Journal  
• Phys. Inventory Journal  
• Output Journal  
• Inventory Put-away  
• Consumption Journal  
• Physical Inventory Order  
• Revaluation Journal  
• Invt. Shipment  
• Invt. Receipt  
• Recurring Job Jnl.  
• Capacity Journal  
• Recurring Consumption Journal  
• Recurring Capacity Journal 

Implementing preview posting as part of your company’s daily operations can significantly enhance confidence and accuracy, whether it’s for item journals or any other pages listed above. If your company considers Preview Posting a crucial step in error mitigation, the outlined steps above demonstrate the user-friendly nature of this process.  

Rand Group is your trusted Dynamics 365 Business Central partner dedicated to helping you maximize the value of your system. If you want to explore other new features and updates included in the 2023 release wave 1 of Business Central, our team of software experts can assist you. Contact us today to learn more about how we can support your business and help you leverage the full potential of Business Central.