Adding custom template to "Open lines in excel" for general journals

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Posted on by Chaitanya raj

Hello guys,

I have created my custom template(copy of existing of ledger journal template) and uploaded under office integration > document templates.

But my custom template was not displaying in the "Open lines in excel" options

How can i achieve this?

Thanks in advance for the help

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Sukrut Parab 71,710 Moderator on at

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Hi Chaitanya ,

Some templates are defined in the code. For example the template you are looking for is in the class LedgerDailyJournalExcelTemplate defined on the following line of code.

private const DocuTemplateName ExcelTemplateName = resourceStr(LedgerJournalLineEntryTemplate);

Because this is private variable , you wont be able to change it , so the option is to create your own class by duplicating LedgerDailyJournalExcelTemplate class and define your new template there and use it.

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Gunjan Bhattachayya 35,423 on at

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Hi Chaitanya,

Did you reload the system Templates from Organization administration > Setup > Office integration > Document templates?

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Chaitanya,

Sukrut is correct. However, there is an alternative. You can replace the standard template with your copy. If you do need the standard template, then you should follow the guidelines mentioned by Sukrut. If you want to replace the standard with your version, you can first download the Excel file and make your changes. I think you already did this. Then you can create a new template. On the dialog, change the template name to the existing name, e.g. 'LedgerJournalLineEntryTemplate'. It will then ask you to replace the current one.

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Blue Wang on at

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Hi Chaitanya raj，

Yes, as mentioned you need to create a new class to extend DocuTemplateRegistrationBase class and implement LedgerIJournalExcelTemplate.

A tutorial：www.alithya.com/.../dynamics-365-for-finance-and-operations-customize-the-standard-excel-template

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