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Does anyone know the process to import a new ledger line into a new or existing Ledger Header using excel (without Atlas)?
I can list ledger transaction and even create a journal header using the LedgerServices service in the Excel Add-in. I understand the service does not support the update method so existing records cannot be changed.
I am trying to create a new journal header and new lines. We are even willing to first create the header if needed directly from the AX Client if needed.
Is there anyway to create a new journal line from Excel?
Thank you for any reply.. been working on this for a long time and just cannot get it to work.
Are you getting any errors when you create lines ?
Chris, did you get anywhere with this? I am too at the same point, I can import a header but then when I attempt to import the lines I get "The GeneralJournalService Service does not support Update."
I cannot seem to create the header and lines at the same time also?
Can you share why you don't want to use Atlas. Here is an example of import 10,000 journal lines just fine.
Atlas is good, but importing ledger journal lines works out of the box without extra license costs.
Just create the service group for ledger services, expose it in AIF and add it as a datasource. Then you can go into Excel and select the ledger service, it supports the financial dimensions and it will create a header for you as well.
What specific issues are you having?
Joris, the AX service only supports account type of Ledger whereas Atlas supports Vendor, Customer, Project, Bank and Assets - a great way of getting opening balances into AX.
I'd not recommend Atlas for this single task, Atlas is great for true end-user reporting and for uploads you want to push out company wide - maybe a timesheet for instance. Let the employee use Atlas to report off last weeks time, make some changes and upload it back (to this week).
With regards to extra one-off license costs, you should consider the real TCO when it comes to all these AX 2012 Services - an AX developer is needed to make whatever changes are needed (maybe you have a custom field), put this through development and live environments. If you multiply this out for each and every upload and I think you will find that the moderate one-off cost of Atlas actually saves the organization time and money.
Dear Steve Wright,
Do you have any document guide to create Atlas template for each kind of transaction? Or could you please send me atlas template for import opening balance of ledger and subledger transaction for AX 2012?
Thank you very much
If you register at www.Atlas4DynamicsAX.com you will have access to many report and upload samples. On this site are full training guides also.
U can write a custom script in X++ or .net which consume Ledger services and reads data from excel and write to AX.
Sample X++ without Excel code is provided in below article:
You can check this link
how to createimport general ledger.html
If the post is helpful in that it provides the solution, please mark as verified to help other members.
Dhruv, I don't think he's waiting six years for your answer.
I know from the entire community of dynamics, i only expect this type of reply from you dear martin. i have given my feedback to not only @ChrisBarbera but to all those learners including my self also who are searching or struggling for the same type of question.We are here to help our community members and learners. I know you are a freelancer and you have some extra time for doing this type of comments so please don't waste your time by doing this types of comments. Let's help our community members.
I'm not moderating this forum because I have time to waste, but because I'm a moderator. I devote my time (without any financial compensation) to help people to formulate their questions, put their questions to the right forums, use correct tags, I also fight spam and so on. I think you wouldn't appreciate if the forum was plagued by spam, questions about CRM in AX forum and so on. Think about it before complaining about moderators moderating these forum.
Pointing out that you may be inadvertently reacting to a very old thread belongs to this category. You don't have to be offended. But maybe you react in this way because you're well aware of that.
The fact that you're looking for all threads were you can add a link to your blog suggests that you're motivated by promoting your blog rather than helping people waiting for answers.
Do you have any problem if i am promoting my blog ? If yes then i don't care. Now don't waste my time and please do your work.
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