Excel: Add dimension codes to a 'Edit in Excel' Data Source.

Excel: Add dimension codes to a 'Edit in Excel' Data Source.

Excel - How to add dimension codes to a Edit in Excel Data Source

Issue

The standard Data Source does not include some fields, for example dimension codes Product Group & Category Group Code which are mandatory & you therefore require as part of a document or journal.

Resolution

Some (but not all) Data Sources can be edited to include additional fields on a per-use basis. By following the steps below, you can open the Design function & pull in others fields or even re-order the fields.

Steps

Using a purchase invoice document as example :
  1. Navigate to the Lines section & move to the 'Share lines with other users or apps.'
  2. Click 'Edit in Excel'
  3. Choose 'Open in Excel' vs Save File.
  4. Click 'Enable Editing'
  5. Navigate right to section 'Data Connector' & click Design
  6. Under 'Data Source', on the line click pen icon
  7. Scroll down 'Available fields' & select as required (note, multi-select with ctrl+click)
    dimension code selection
  8. Click
  9. Click Update
  10. Click 'Yes' to the warning message
  11. Click 'Done'
    Note, at this point the additional fields will be present but without data

  12. Click Refresh
  13. Click 'Yes' - Confirm Refresh
  14. Additional fields now updated with data (if present ).


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