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I have a client with some reporting needs that requires all G/L accounts, but in a specific order requested by the customer. Instead of in order like 1001, 1002, 1003, 1004, etc., the list will be, 1001,1004,1005,1003,1007,1006, etc. Account schedules doesn't seem to have an "Edit in Excel" option to make this easy. I could simply edit the account schedule, but that requires me to manually enter every single account. There are 18,000 that I don't plan to go through. I figured I could create a configuration package, but I haven't worked with them before. I'm not seeing much info online using these with Account Schedules.
andy4029 thanks!
I was trying to copy each column individually (Account number, then account description), as I assumed copying and pasting both columns wouldn't work in Dynamics. I was able to delete all rows, then copy both columns, pasting to a blank row. I am still new to BC, and have been trying to find an efficient way to do this for a few days.
got it...to fix the you cannot paste 18809 rows in the selected 1 rows please paste into an empty row. You will get that error message if you paste into a row with data. If its me i would just create a new account schedule rather than paste into the existing one
I was responding to Amit about Edit in Excel.
For copying, I have tried this with no luck.
I have also tried to select all rows, but this will only allow pasting to the viewable rows on screen.
My client is requesting this report with the accounts
I am not referring to using "Edit in Excel," please re-read my post as it doesnt mention it. To restate:
1. open your account schedule rows in Business Central
2. select a row, or select all rows
3. on your keyboard select CTRL+C to copy the rows
4. Open Excel in your computer (I am not talking about using the Edit in Excel functionality in Business Central).
5. on your keyboard select CTRL+V to paste the copied rows
6. in excel you now have the correct format of the required rows
7. make the changes you would like in excel and copy the excel rows
8. go back to Business Central. Open your account schedule rows
9. go to an an empty row, select the first field, on your keyboard select CTRL+V
As stated in the original post, "Edit in Excel" is not available on Account Schedules. I can only "Open in Excel" which doesn't allow for publishing. I've tried to add the table, adding the page to webservices, but no entity data source shows up on the Data Connector for Excel
it will work with the description as well, it works with all fields. Are you pasting into excel first? This step ensures your fields are in the correct order.
1. There are about 18000 records. The same account may have multiple records. This is going to be used for year-over-year Profit Loss report.
2. Not every account will be used.
This will only work with the row number for the Account. I am unable to paste all the account descriptions with them
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