5
Currently when using Excel addin/Data management to import General journal line for Vendor/Customer/Bank type, the default dimension for those master data will be ignore(the behaviour is different then manually input), we want to have a parameter to let system copy default dimension from those type of master data into general journl line.
Category: General Ledger
STATUS DETAILS
Needs Votes

Comments

F

Hello Microsoft, i suggest you could improve this. If cannot improve this, the "Open in excel" can only used for "Ledger" account type.
For Vendor/Customer/Bank, we can NOT use this function. The only workaround is that we add in "Account dimensions" into excel, and manually update. However, if we have a lot of customer account, and for customers account, we already default their dimensions under customer account, it is a disaster for users to record this default dimension under customer, then move to excel.
This also cannot make sense. Because the function to default dimension, is for users' convenience. Every time, users select Customer/Vendor/Bank/Fixed asset account, the system should auto pick the default value, just like we manually do this.
The behavior of "Open in excel" should be same with manually creation.

Therefore, i seek your consideration, and improve this function.

Category: General Ledger