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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Field missing in Excel...
Finance | Project Operations, Human Resources, ...
Suggested answer

Field missing in Excel Add-in

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Posted on by Mariana Duarte 10

Hello,

I hope this message finds you well.

I'm currently facing an issue with Excel Add-In: 

I've downloaded the Vendor Payment Journal Line and I'd like to add the "Document Number" field, but I can't find it in the Available Fields. I've also checked the Selected Fields and I can assure it's not there either.

pastedimage1625658471018v1.png

I have also checked the entity and the field seems to be available.

pastedimage1625658579188v4.png

Does anyone know how I'd be able to add the field to the Excel file?

Thanks in advance,

Mariana Duarte

I have the same question (0)
  • Suggested answer
    greengrimms Profile Picture
    greengrimms 1,400 on at
    RE: Field missing in Excel Add-in

    Hi Mariana,

    This is due to the Access modifier property set to private on the field:

    pastedimage1625665036984v1.png

    Safest bet would be to create an extension of the Data Entity (VendorPaymentJournalLineEntity) and add again the DocumentNum field to expose it to the Excel add-in, and make sure the access modifier property is set to Public.

    Hope this helps.

  • Mariana Duarte Profile Picture
    Mariana Duarte 10 on at
    RE: Field missing in Excel Add-in

    Hi Danilo,

    Thank you for your answer!

  • greengrimms Profile Picture
    greengrimms 1,400 on at
    RE: Field missing in Excel Add-in

    No worries!

    Feel free to mark the answer as Verified if it answered your question, otherwise, let me know and I'll do my best to help you.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Field missing in Excel Add-in

    Hello Mariana,

    If not all of the fields that you need are included in the standard entity then you need to ask a developer for some help to get the entity extended.

    If you don't have a developer at hand then you can use electronic reporting as an alternative for the import/export of your data. The electronic reporting option requires, however, some deeper knowledge about this functionality.

    Best regards,

    Ludwig

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