Add Financial Dimension Mapping to the Excel Journal Line Entry template using code

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Posted on by Wekey

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Hello All,

I am trying to add financial dimension values other than main account (for eg: department). I can able to achieve this using the following links,

https://community.dynamics.com/365/financeandoperations/b/ievgensaxblog/posts/ax-7-how-to-add-financial-dimensions-as-separate-columns-to-data-entity

https://blog.armaninollp.com/dynamics/2018/09/04/how-to-manually-add-financial-dimension-mapping-to-the-excel-journal-entry-import-template/

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/financial/add-dimensions-excel-templates

However I have to add the fields as explained in the second link. However I would like to add the field by default when opening the excel like main account without changing the design in excel.

Is it possible to achieve the same using code? If yes please guide me what I have to do.

Thanks

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MATTGUO 22,349 Moderator on at

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Hi Wekey,

You can change the template of the GL excel.

1. Download the template.

2.Edit the template as your second linkage.

3.Upload the template with the same name and click yes to replace original template.

4.Go to GL to check the result.

Or use the code to add a new template: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/add-templates-open-lines-excel-menu

Please let us know if you have any other question.

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Rahul Mohta 21,032 on at

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+1Matt

one more link to add financial dimensions in Excel for GL import

community.dynamics.com/.../financial-dimensions-in-excel-for-microsoft-dynamics-365-financials

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