Introduction
You can create templates and batches for managing Counter Journals.
- Prerequisite
You have mounted a Counter on one or more Assets.
- Audience
-
Maintenance Manager
Counter Journal Templates are used for managing Counter Journal Batches. One template may include several batches.
To create and view Counter Journal Templates:
- Press Alt+Q on your keyboard to start a search.
- Enter 'counter journal temp' in the search field.
- Select Counter Journal Templates. In the list, you see at lease one template, named 'Default'.
- Select New to create a new template.
- Enter a Name and a Description for the template.
Learn more about the general use of journals and templates in D365-BC in this Microsoft video: Working with journals.
In D365BC, you can set up reason codes as supplementary information to source codes. Refer to Microsoft documentation to learn more: Set Up Source Codes and Reason Codes for Audit Trails.
Counter Journal Batches are used for managing Counter Journals. One journal batch may include several Counter Journals.
Example 1: You create two counter journal batches for two production halls.
Example 2: You create two counter journal batches for two Assets Technicians.
To create and view Counter Journal Batches:
- On your role center, select Counters > Counter Journal.
- Select a Counter Journal Batch in the Name field at the top of the screen.
- In the Counter Journal Batches list, select New.
- Enter a Name and a Description for the batch.
In D365BC, you can set up reason codes as supplementary information to source codes. Refer to Microsoft documentation to learn more: Set Up Source Codes and Reason Codes for Audit Trails.
In the Counter Journal, you can make registrations on multiple Counters at the same time.
- On your role center, select Counters > Counter Journal.
- For each Counter you want to create a registration for, select the Counter No.
- Select the Reading Date for the Counter.
- Enter the Reading Value.
- Repeat steps 2-4 for all the Counters you want to create readings for.
- When you have added all Counter readings, select the Register button.
Before you select the Register button, you can
- select a Counter line > Related > Counter > Assets to see a list of the Assets that use the Counter.
- select a Counter line > Related > Counter > Ledger Entries to see details of all Counter readings created on the Counter.
- select a Counter line > Manage > Delete to delete the line.