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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / unposted transactions
Finance | Project Operations, Human Resources, ...
Suggested answer

unposted transactions

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Posted on by CU16041532-0 3
In Dynamics F&O, how do I check the details of unposted transactions?
Categories:
Dynamics 365 Finance
  • Suggested answer
    Zain Mehmood Profile Picture
    Zain Mehmood 2,887 Moderator on at
    unposted transactions

    Hi, 
    You can view unposted transactions in D365 F&O using these options:

    1. General journals:
      General ledger > Journal entries > General journals – Filter by journals with status “Not posted”.
    2. Trial balance with transactional detail:
      Enable “Include unposted transactions” to view draft entries.
    3. Pending vendor/customer invoices:
      Accounts payable/receivable > Invoices > Pending invoices.
    4. Inventory transactions (ordered, registered, picked):
      Go to Inventory management > Inquiries > Transactions, filter by Issue status / Receipt status to view:
      • Ordered
      • Registered
      • Picked
      • Reserved physical
    These statuses indicate inventory movement not yet financially posted.
    Regards,
    Zain
     
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,485 Super User 2025 Season 1 on at
    unposted transactions
    Are you looking for a single spot in F&O to view unposted transactions?  If so, that doesn't exist.  You have to view unposted transactions in each module.

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