Item Journal Entries

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I am trying to get Financials up and running from a clean start. We have just done a stock take and set up the locations set up Categories etc ready to upload to Financials.

I have did a test using the Import tool in assist and it worked but when I go to do it for real it does not work . It says that the records are loaded but they do not appear in Items.

The other issue is that it does not allow me to add Stock totals and Location . This is done in the items journal but I have 1000 items how can we automate doing the location and totals s in a Batch Journal Entry ?

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Inventory and warehouse management

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Community Member on at

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RE: Item Journal Entries

Hello we are getting this error when we try to save a new item in excel template. Did you solve for this?

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Community Member on at

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RE: Item Journal Entries

Hi Jkindred,

No. I have not heard back on this and I still have the same "Data object not provided" error.

Thanks,

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Community Member on at

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RE: Item Journal Entries

AJ, any update on this issue? I emailed you earlier today regarding this same issue. I definitely would appreciate any suggestions. Thank you.

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RE: Item Journal Entries

I am also getting this same error, trying to write to object ID 39. Have you made any progress on this issue ttishman?

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Community Member on at

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RE: Item Journal Entries

I get the same "Data object not provided" error. Please let me know if you resolve this issue. I am trying to write to object id = 39. You were able to publish in the past though?

Thank you!

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RE: Item Journal Entries

Aj

I tried to follow your instructions going to the financilas search put i web services. In web services where I see a bunch of urls for protocols such as SAOP etc . I don't think that what I should be looking at . Can you do your video please as I feel it would help me better.

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RE: Item Journal Entries

It seems like they made a change at Microsoft as I did a test the other week in prep for today and it worked fine however when I went to do it yesterday for real I got the same error as you .

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RE: Item Journal Entries

That's a poor answer . You are expecting me to load over a 1000 items by doing 1000 journal entries. The adjust stock on the item card does not allow you to enter totals from 0 as it needs to see a journal entry that's what double entry book keeping is all about . You should be able to enter a reference for the auditor to see , which you do on the item journal entries.

Basically you have release this product with out the concept of small business using spreadsheets etc . Even if I could load the data I am restricted to fields so I cant load at the same time the Vendot ID and the Catogary or even location and qty . That is because the people involved in this system have never implemented or been in the field to implement .

I will struggle on .

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AJAnsari 5,754 on at

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RE: Item Journal Entries

Hi Louisthehun,

While there is no official Edit in Excel function for the Item Journal, there is an easy way to do this without using an add-on. It simply requires the use of the Microsoft Dynamics Office Add-In in Excel, which is the same tool that the Edit in Excel functionality uses.

You will need to create a Web Service for the Item Journal page (from the Web Services page, click on New, Object Type = Page, Object ID = 40, and give it a unique service name like ItemJournalWS, and click Publish, and click in another row), and then utilize that information in the Microsoft Dynamics Office Add-In in Excel.

I tried to record a short video but ran into an issue with it today when attempting to publish records (keep getting a 'data object not provided' error). I know that it worked just a week or two ago because that's how we imported all the Item quantities and balances for our most recent client.

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Jennifer Reinhardt on at

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RE: Item Journal Entries

Hello.

It looks like you have another post regarding the Import Tool giving you a message that records are loaded:

community.dynamics.com/.../233388

In this post I will answer your additional question about Stock Totals and Location.

Regarding totals and location, yes you could do this through an Item Journal or there is an Adjust Inventory button on the Item Card that will list out your sites and allow you to update quantities for the sites and will post the necessary entries.

We currently don't have a way to automate this or import in Item Journals, but I have heard there are some 3rd parties that help make it easy to import into Dynamics 365 for Financials using Web Services. A few have been mentioned on some Forum posts, I have seen SmartConnect and Don Decarlo software mentioned.

Regards,

Jennifer Reinhardt

Please see our Dynamics 365 Financials Support Team Blog for helpful information:

blogs.msdn.microsoft.com/dyn365finsupport

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