Finance | Project Operations, Human Resources, ...

Excel Add-in VendInvoiceJournalLineEntity with LedgerJournalTrans_Project

(1) Share

Report

Posted on by Community member

Hi!

Need some advise on how to proceed with this issue.

We are trying to use Excel-Add in in Ledger Journal Lines and create/update records.

However, for records that have Account / Offset Account = Project, we need to fill in additional details in Project tab.

We have extended the VendInvoiceJournalLineEntity, added the LedgerJournalTrans_Project and applied the relation. We have added the fields to be filled in and build without issue.

When we use the excel add in, we can update records with project accounts in journal lines via excel (publish without issue). But we are encountering error when inserting new lines and set the accounts to Project:

Warning: insert not allowed for field 'LedgerJournalTrans_Project,RefRecId'.

I did some checking and it's related to the AllowCreate/Edit properties of the field.

I'm not sure though as to why we can update but cannot create records with Project Accounts in Excel Add-in using the extension. Seems like it's not assigning the LedgerJournalTrans RecId to LedgerJournalTrans_Project RefRecId during creation.

Any advise? Thanks!

All responses (5)

Answers (0)

Mohammad Raziq Ali 2,432 on at

Like (0)

Report

Excel Add-in VendInvoiceJournalLineEntity with LedgerJournalTrans_Project

I also encountered this error when I added LedgerJournalTrans_Project data source to the VendInvoiceJournalLineEntity but it resolved and able to import project fields through excel add-in using below code.
Community member 2 on at

Like (0)

Report

Excel Add-in VendInvoiceJournalLineEntity with LedgerJournalTrans_Project

Thanks Abhishek! When using the Project expense journal you need to fill up more project related fields as compared to just filling up a few details in the project tab of the vendor invoice journal lines.

We can raise this to users and see if they can provide more project related details that are mandatory for Project Expense Journal add-in.
Suggested answer

Abhishek Verma 53 on at

Like (0)

Report

Excel Add-in VendInvoiceJournalLineEntity with LedgerJournalTrans_Project

Hi Member,

Please user excel add-in "Project expense journal" from GL journal to load your voucher instead of using vendor invoice journal line

Best Regards,

Abhishek V
Community member 2 on at

Like (0)

Report

Excel Add-in VendInvoiceJournalLineEntity with LedgerJournalTrans_Project

Hi,

Have you got answer for this one?

I am having the same issue.

Thanks in advance.
Martin Dráb 229,275 Most Valuable Professional on at

Like (0)

Report

Excel Add-in VendInvoiceJournalLineEntity with LedgerJournalTrans_Project

Moved from D365 general forum, because it's clearly about a particular product and not about D365 in general. And it seems to be F&O.

Excel Add-in VendInvoiceJournalLineEntity with LedgerJournalTrans_Project

Helpful resources

News and Announcements

Quick Links

November Spotlight Star - Khushbu Rajvi

Forum Structure Changes Coming on 11/8!

Dynamics 365 Community Platform update – Oct 28

Leaderboard

Featured topics

Product updates

Excel Add-in VendInvoiceJournalLineEntity with LedgerJournalTrans_Project

Helpful resources

News and Announcements

Quick Links

November Spotlight Star - Khushbu Rajvi

Forum Structure Changes Coming on 11/8!

Dynamics 365 Community Platform update – Oct 28

Subscribe to

Leaderboard

Featured topics

Product updates