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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Lookup values in new e...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Lookup values in new excel field suddenly stop working in open in excel functionality of D365 finance and operation

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Posted on by knives1991 52

Hi Everyone,

Does anyone encounters this issue wherein I add a new column field (a standard field) which specifically the sales tax group and item sales tax group. It works fine when I add it in dev environment.  I also follow the method Create a new class to extend DocuTemplateRegistrationBase class and implement LedgerIJournalExcelTemplate.

Everything works fine as I tested it, the lookup is working fine, but suddenly when it was deployed to UAT, the new column was still there but the lookup suddenly stop working.

Did I miss something or is it a known issue on this features in D365 FO when adding new fields? I have checked the data entity in AOT and since it is a standard field the ledgerjournal lines, the relationship of the entity in the sales tax group table is in place.

I hope someone knows how to fix this. Thank you in advance

When deployed to UAT

pastedimage1637333011605v1.png

Prior when it is still working

pastedimage1637333121877v2.png

I have the same question (0)
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

    Hi chad b.,

    Does UAT and DEV have the same version?

    Please check the filter on the Excel add-in in the UAT. If there is value there you can remove the value and click on refresh to check if it helps.

    If not, click on the design to check if the field exists there- You can troubleshoot the issue by removing it and click on refresh and then add it again to check if the lookup works fine again.

  • knives1991 Profile Picture
    knives1991 52 on at

    Thanks Alireza, though it turns out that the issue is related to latest service update 10.0.22. We found out that it still works in 20.0.20 FO environment but not on the one that has latest service update. We raised a support case on MS for this. But thanks for responding.

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