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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Custom Offset Account ...
Finance | Project Operations, Human Resources, ...
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Custom Offset Account not showing properly in Open In Excel

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Posted on by TapiwaLouis 17
Good day,
 
I'm trying to get a custom field to show in Open In Excel feature. The custom field is /Offset Account/ in Inventory Movement Journal. I added this field in the InventJournalTrans table, datatype: DimensionDynamicAccount.
 
On the form it's capturing it's details well and what not. When I try to get it to show in Open in Excel feature (through InventInventoryMovementJournalEntryV4Entity) it's showing this int64 value which I cant make sense of. I need it show values the users can make use of and manipulate for ease of use, like a display value (for example, 006-026-000005-Strategy Consulting). 
 
P.S I added another custom field to the form, string datatype. it's capturing details well on the form, shows in Open In Excel, as well as updates data in F&O when populated from excel. 
 
Please assist me, or kindly point me to some materials I can read and make use of. Thank you. 
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Custom Offset Account not showing properly in Open In Excel
    Hi,
    You can check this link where he mentions Opening Experience in Excel FAQ you need to set the value of this field to string type also please note that if the text format is not set manually on the string field and there A string value with leading zeros, such as "00045", Excel automatically changes it to "45" and displays an error.
    For more details you can check this link:
    dynamics-365-unified-operations-public/articles/fin-ops-core/dev-itpro/office-integration/office-integration-edit-excel.md at main · MicrosoftDocs/dynamics-365-unified-operations-public · GitHub
    Additionally, ensure that the data entity is properly configured to contain custom fields. Check the field mappings and data types to make sure they match the data types you are using in the table.
    Best Regards,
    Hana
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,602 Super User 2024 Season 2 on at
    Custom Offset Account not showing properly in Open In Excel
    Hi TapiwaLouis,
     
    You need to alter the related staging table. Remove the Offset account field and recreate it with the same name, but then as a String type field. 

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