Dynamics 365 Project Operations: Transaction Journals

Transaction journals let users author complete time, expense, and material transactions—including different transaction classes within the same journal. Users enter transactions through a dedicated Transactions tab and select Preview to generate and review the journal lines and relationships that will be created.

When the journal is confirmed, Project Operations creates the applicable cost, unbilled-sales, and inter-organizational actuals, along with the required relationships between them, without creating an approval record or initiating an approval workflow. The confirmed journal is then locked using the existing journal behavior, and resulting actuals can be corrected through the existing correction-journal process.