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[Richard Malouin]

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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[André Arnaud de Calavon]

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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[Richard Malouin]

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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[André Arnaud de Calavon]

Hi Richard,

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

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kind regards,

André Arnaud de Calavon
Solution Architect, Microsoft MVP – Microsoft Dynamics Business Solutions
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[Richard Malouin]

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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[André Arnaud de Calavon]

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.

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kind regards,

André Arnaud de Calavon
Solution Architect, Microsoft MVP – Microsoft Dynamics Business Solutions
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[Phil Dawson]

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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