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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Need to add Custom fi...
Microsoft Dynamics AX (Archived)

Need to add Custom fields in Excel opened from Price/discount journal lines (Edit in Excel option )

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Posted on by Community Member Microsoft Employee

Hi Team,

I have few custom fields in pricediscadmtrans table, when you go to price/Discount agreement journal from below path Procurement and sourcing > journals > price/discount agreement journals then click on lines and check you will get one option in ribbon "Edit in excel" now if you click this it will show data of journal lines on excel. I want to see my customer fields also here.

What i did till now?

1) Added custom fields to table PriceDiscAdmTransfer.

2) Added code in method PriceDiscAdmTransfer::populateforjournalnum(journalnum) to select and put our custom field values to temp table.

3) added custom fields to query PriceDiscAdmTransDoc as well. 

Still whenever I am clicking on edit in excel option, I am not able to see my custom fields in excel.

I hope there is a need to modify Excel template used here to add new fields - PriceDiscAgreement_xlsx 

( if yes not sure how we can modify it ? )

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to add Custom fields in Excel opened from Price/discount journal lines (Edit in Excel option )

    Hi soren,

    Yes it worked for me, if you see my question, I performed 3 more steps in my scenario where I figure out with debugging where exactly and how other templates field are populating , then added my new field in existing query , plus I imported new templates with a different Name and that I referred from my pricediscagreement class which was referring out of the box standard template, may required to update service and restarting aos. Hoping it will work for you

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to add Custom fields in Excel opened from Price/discount journal lines (Edit in Excel option )

    exactly

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to add Custom fields in Excel opened from Price/discount journal lines (Edit in Excel option )

    Hi Michael,

    thanks for your reply. So to understand correctly, you're not using the "Edit in Excel" button from the journals? Instead you're opening the Excel and then establish the connection to the table from there?

    Cheers

    Soren

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to add Custom fields in Excel opened from Price/discount journal lines (Edit in Excel option )

    Hi Anil,

    did you get this to work?

    I cannot seem to get the new template to load the data only the header, from the new template I imported.

    Cheers

    Soren

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to add Custom fields in Excel opened from Price/discount journal lines (Edit in Excel option )

    Hi Soren

    I had the same problem. As far as I remember, the Excel-file allways established the connection to the AOS where it was initially attached to. It ignored the settings from the Excel-Addin... (also try to set default configuration to your AOS)

    That´s why we didn´t use this Feature any more. Instead we used the standard way to access the PriceDiscAdmTrans-tables directly with Excel..

    best regards

    Michael

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to add Custom fields in Excel opened from Price/discount journal lines (Edit in Excel option )

    Hi Michael,

    I've exported the template from the resource and couldn't get it to save, so created a new with my custom field, as you suggested. I then imported the new template and I now get the custom field, when I click Edit in Excel. So far so good. My issue is that it doesn't populate the records anymore. It could be that I not quite get "connect it to service again" step. Are you able to explain that a bit more?

    Cheers

    Soren

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to add Custom fields in Excel opened from Price/discount journal lines (Edit in Excel option )

    Yes you are right, I did same thing by creating new template. Thanks Michael.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to add Custom fields in Excel opened from Price/discount journal lines (Edit in Excel option )

    hi Anil

    there is a resource called PriceDiscAgreement_xlsx where the Excel file template is stored. you have to export the Excel file, add the missing fields and import it again to the resource. (I had to create a new excel file and connect it to the service again to get the new fields)

    greets

    Michael

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