The 3 Source Fields in Dynamics 365 Business Central

UG Expert and Microsoft MVP, Kim Dallefeld, discusses the three source fields in Dynamics 365 Business Central.
Key Takeaways
- Source types: There are three fields in the Business Central general ledger entry table that start with source: Source code, Source type, and Source customers.
- Source code: Source codes in the general ledger show where each transaction originated, making it easy to trace entries back to their source. Filtering by source code in the general journal can help identify all entries affecting an account and uncover items that may have been posted to the wrong GL account.
- Source numbers and codes: Source numbers and source codes let you quickly see which banks, customers, or vendors contribute to specific GL accounts without manual exports. Using analysis views, you can instantly break down accounts by vendor or customer, making audits and reviews fast and transparent.
- Analysis mode: Analysis mode makes it quick and safe to see sales by customer, showing how source type, source number, and source code clearly reveal where all data originates.