Hi, Readers.
Today I want to discuss a question I’ve been asked recently: how to distinguish Positive and Negative Adjustments from Item Journals vs. Physical Inventory Journals in Item Ledger Entries.
On the Item Journals page, you can post item transactions directly to adjust inventory for purchases, sales, and positive or negative changes without using documents. Let’s see more details.
Select Search (Alt+Q) in the upper-right corner, enter Item Journals, and then choose the related link.
Fill in the fields as necessary. Hover over a field to read a short description.
Choose the Post action to adjust the quantities.
Done.
In Item Ledger Entries:
The Physical Inventory Journals is used by accounting and warehouse management teams to reconcile system inventory records with actual, physical warehouse stock.
Select Search (Alt+Q) in the upper-right corner, enter Physical Inventory Journals, and then choose the related link.
Choose the Calculate Inventory action from Prepare.
On the Calculate Inventory page, specify the conditions to use to create the journal lines, such as whether to include items that have zero recorded inventory.
Item entries are processed according to the information that you specified, and lines are created in the physical inventory journal. Notice that the Qty. (Phys. Inventory) field has the same quantity as the Qty. (Calculated) field. You don’t need to enter the counted quantity for items where these values match. However, if the quantity counted differs, enter the quantity that was counted.
To adjust the calculated quantities to the actual counted quantities, choose the Post action from Home.
Done.
In Item Ledger Entries:
Here’s a small problem: when comparing these item ledger entries, it’s impossible to tell them apart in Item Ledger Entries without relying on the Document No.
Even if you open the table directly, you still can’t tell the difference.
So, how can we distinguish between them? First, the easiest way is by using the Find Entries feature.
Posting Physical Inventory Journals doesn’t just generate Item Ledger Entries—it also creates Physical Inventory Ledger Entries.
Posting from Item Journals will not generate Physical Inventory Ledger Entries.
If you want to distinguish them directly on the Item Ledger Entries page, you’ll need to use Analysis Mode or implement a small customization. Let’s take a quick look at how to achieve this.
Although they cannot be distinguished directly in Item Ledger Entries, you can easily tell them apart in Item Registers by using the Source Code.
Every line in the Item Ledger Entry is associated with an Item Register No.
We can add fields from related tables in analysis mode. More details: Business Central 2025 wave 1 (BC26.2): Add fields/columns from related tables in analysis mode (No customization)
Done. It’s super simple, but the drawback is that you can only view this in Analysis Mode.
The second approach is customization. For example, I’ve created a simple FlowField below to display the Source Code field.
Test code:
pageextension 50123 ItemLedgerEntriesExt extends "Item Ledger Entries"
{
layout
{
addafter("Entry Type")
{
field("ZY Source Code"; Rec."ZY Source Code")
{
ApplicationArea = All;
ToolTip = 'Specifies the source code that specifies where the entry was created.';
}
}
}
}
tableextension 50123 ItemLedgerEntryExt extends "Item Ledger Entry"
{
fields
{
field(50000; "ZY Source Code"; Code[10])
{
Caption = 'Source Code';
ToolTip = 'Specifies the source code that specifies where the entry was created.';
FieldClass = FlowField;
CalcFormula = lookup("Item Register"."Source Code" where("No." = field("Item Register No.")));
}
}
}Great, give it a try!!!😁
END
Hope this will help.
Thanks for reading.
ZHU
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