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Finance | Project Operations, Human Resources, ...
Answered

General journal Data Management Export Account Display Value Split

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Posted on by 12

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.

TransactionsExport.PNG

Export-Data-Job.PNG

Export-Seperate-columns.PNG

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,130 Super User 2025 Season 2 on at

    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

  • Hossam Z. EL Hassan Profile Picture
    12 on at

    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.

  • Verified answer
    AnithaEswaran Profile Picture
    2,032 on at

    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.

  • Suggested answer
    Hossam Z. EL Hassan Profile Picture
    12 on at

    Thanks

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