Finding Related Entries for Posted Documents
In this article, you learn how to find documents and entries that are related to each other based on a common information, like:
- Document number or posting date
- Business contact type, number, or external document number
- Item serial number or lot number
This feature is useful for finding the ledger entries that resulted from certain transactions. When you search by document number, you can print the summary from the Document Entries report.
Get started
The find entries feature is readily available on most pages that display posted documents or posted documents entries - for both lists and cards. So the first step is open one of these pages. Then, either choose the Find Entries action or press the Ctrl+Alt+G keys.
The Find Entries page includes all related documents and entries based on the document no. and posting date. The page is divided into three sections:
- The top section displays fields and actions that you use for filtering your search.
- The middle section displays related documents based on the search.
- The bottom section displays information about the source document that was found by searching.
Search for entries
You can search for entries based on information about either the document, business contact, or item reference. To change the search, select Actions, Find By, then one of the following actions:
| Action | Description |
|---|---|
| Find by Document | View entries based on a specific document number or posting date. |
| Business Contact | View entries based on a specific contact type, contact number, anr/or external document number. You can enter document information that was assigned by a vendor or a customer. Use the available fields to search for vendor documents by using the numbers that the vendor has assigned the documents. |
| Item reference | View entires based on a serial number or lot number. You can enter the lot number or serial number, or filter on the lot number or serial number that you want to search for. This action is useful to see where a specific item tracking number was used, what vendor it came from, or what customer it was sold to. |
After you make a selection, enter the relevant search information in the fields at the top. Use the tooltips on the fields to help. When you're finished, choose Find to start the search. If you change any of the filters, you have to choose Find again.
[!TIP] For a couple examples about using Find Entries, see Trace Item-Tracked Items
See Related Training at Microsoft Learn
See Also
Work with Business Central
Add a Page Action to Your Role Center
Trace Item-Tracked Items
--- author: edupont04