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. 

Hi ​@GhazalSh,

You have to add a custom field to your line details and enable it using workflow. Once you enable the custom field, you should be able to update it using the Import Scenario. Alternatively, you can add UDF to the Batch itself to update it if not by line. Hope this is helpful.

​@GhazalSh , can you attach your import scenario so to have a look into the issue?

Thanks.

Thanks for your offering to help but this is not possible through import scenarios I have tested all possibilities and also get that confirmed from some experts in this area.