General journal Data Management Export Account Display Value Split

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Posted on by Hossam Z. EL Hassan

Hi,

I am trying to use the General journal Data Management Export to export transactions by date. Is there a way to split the Account Display Value column into 5 different dimension columns, the same way the trial balance screen produces it.

My plan is to integrate with an external system and export to them transaction amounts by dimension.

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André Arnaud de Cal... 304,553 Super User 2026 Season 1 on at

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Hi Hossam,

It is possible to do this with a customization. You can read the documentation how to achieve it: Add dimensions to Excel templates - Finance & Operations | Dynamics 365 | Microsoft Docs

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Hossam Z. EL Hassan 26 on at

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Thanks André, I will try it. I hope this will not effect data entry and other templates. I only need it for the sake of exporting data.

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AnithaEswaran 2,032 on at

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Hi Hossam,

If this is only used for exporting purpose, you can customize by extending the entity with additional new fields for the dimensions. PostLoad method in the entity can be used for populating the values of the new fields.

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Hossam Z. EL Hassan 26 on at

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Thanks

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