Financial Dimensions dont populate while importing using journal template

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Posted on by nk156

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Hi All,

I have been trying to use the General Journal template to import bulk journal records. Our client requires to select / populate minimum 3 Financial Dimensions in the same field on the form when the Account type field and the Offset Account type fields are Ledger. When I download the template using the Add ins option, the Main Account and Offset Main account cells appear in the template structure however the Account.Customer, Account.Operator, Offset.account.Customer and Offset.account.Operator cells do not appear, hence I use the design option and select these fields manually each time. While filling the template, I can see and select the values for these cells from the right-hand panel.

The values from 3 cells in the template (Account.Customer - Main Account - Account.Operator) need to be populated in a single field named 'Account' & values from 3 offset cells in the template (Offset.account.Customer - Offset.Main.Account - Offset.account.Operator) need to populate in the 'Offset account' field on the Journal Voucher form.

When I fill these cells in the template and click Publish, the values from Account.Customer, Account.Operator, Offset.account.Customer and Offset.account.Operator cells do not populate on the Journal voucher form and are overwritten with messages like Customer does not exist or Operator does not exist in the template.

Please help to understand how to populate these values along with Main Account value in the same field.

Appreciate an immediate support.

Thank you,

Kind regards,

Neeta

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Suggested answer

Anthony Blake 2,963 Super User 2025 Season 2 on at

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Try to populate them using the seperator, as you see them on your journal grid view

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André Arnaud de Cal... 301,088 Super User 2025 Season 2 on at

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Hi Neeta,

You talk about a Customer and Operator on the first screenshots. The last two screenshots do show other dimensions.

Can you clarify if the account structure is set to have a Main account, Customer dimension, and Operation dimension?

Have you set the correct dimensions on the form Financial dimension configuration for integrating applications for the Ledger Dimensions Integration option?

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nk156 178 on at

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Hi Andre,

Thank you for the reply. Although the fields show in the last 2 images, but the values do not get populated in these fields on the journal lines from the template which is the issue here. As suggested, I have verified the below and looks all good.

Please advise.

Thank you,

Kind Regards,

Neeta

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nk156 178 on at

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Hi Anthony,

We cannot use a separator on the template as they are separate cells on the template. When the cell on the template is selected, the right-hand panel on displays values related to the selected cell. Please can you advise how to use this template to select multiple financial dimensions in the same cell using the separator.

Thank you,

Neeta

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Verified answer

nk156 178 on at

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This is resolved. The system accepted the value while journal import when we manually entered the value in the template field which was showing missing values. Thanks

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