import Notes to GL journals after journals been Posted.

Hi,

Mark lines BEFORE posting

If possible, do this:

1. Add a custom field on GLTran

   • Example: UsrExportedToERP = true

2. Set this field:

   • before posting

   • via Import Scenario or automation

3. Post the batch

✔ After posting, the flag remains
✔ GI can filter easily
✔ Fully supported by Acumatica

Hope this helps.

This is what I used for bills and adjustments.

I don’t think the save action is necessary. When I opened a posted journal transaction and added a note to a transaction line, it saved automatically without enabling the save button. (That’s what the error means - the Save button is grayed out when it’s trying to follow the import scenario’s instructions.)

Thanks , but I don’t think this will provide What I am looking for, My posting and release of the transaction will happen first. at the end of the months I need to export the journals by date range , then I will run an import scenario to mark them as posted. wheather I use the custom field or using the note on each line , what I need to know is how to fix my import scenario so it looks for the key batch number and key line number. 

This is what I used for bills and adjustments.

Thanks, this is importing the notes at the same time creating these transaction lines, I know how to import notes in that scenario. What I need help with how to fix my import scenario so it looks for that Key bach number and Key line number. 

Thanks, I disabled the action save line and that still didn’t import, error doesn’t say much this time.