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Journal Transaction Import Scenario - Customer/Vendor field

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Jr Varsity II
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Is it possible to populate the Customer/Vendor field in the detail section of the Journal Transaction through an import scenario?

 

I cannot get the filed to populate - if it is possible am I using the Customer ID or BAcctID?

Thanks for the help!

 

~Coleen

Best answer by Laura02

Hello,

We can only import what we can enter manually.  If you manually enter a GL batch in Journal Transactions,  you won’t be able to populate the Vendor/Customer field.

One work-around is to use the Reference number field, or include the Customer/Vendor ID as part of your imported transaction description.

Another solution is to speak to your developer or VAR about possibly customizing the screen to expose the Customer/Vendor field so that you can populate it.

 

Laura

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-Coleen
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    hkabiri
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    • hkabiri
    • Acumatica Support Team
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    • October 5, 2023

    @coleenmcnally22  This field is getting populated automatically for AR or AP Module Document. This means the GL Module would not have this enabled as it is a referenceID to the original document posted from these Modules. That being said the field is disabled on Finance Module but being used by AR and AP to reference the Batch to the Original Document.

    source document

     

    SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com
    Laura02
    Chris Hackett
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    • Laura02
      Laura02
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    Laura02
    Captain II
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    • Laura02
    • Captain II
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    • Answer
    • October 5, 2023

    Hello,

    We can only import what we can enter manually.  If you manually enter a GL batch in Journal Transactions,  you won’t be able to populate the Vendor/Customer field.

    One work-around is to use the Reference number field, or include the Customer/Vendor ID as part of your imported transaction description.

    Another solution is to speak to your developer or VAR about possibly customizing the screen to expose the Customer/Vendor field so that you can populate it.

     

    Laura

    Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
    patrickcolgan94
    Chris Hackett
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      patrickcolgan94
    • Chris Hackett
      Chris Hackett
    C
    Jr Varsity II
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    @Laura02  - thanks that is what I thought - I can see if I can open that field through a customization.  My customer would really like that populated instead of adding it to the description (that was my first thought),  and we are already populating the ref nbr field.

     

    Appreciate your help.

    Have a great day!

     

    -Coleen
    B
    Freshman I

    Hi Coleen! Were you able to accomplish this through a Customization?

    C
    Jr Varsity II
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    @bcoutermash09  - we opted for to add it to the description

    -Coleen
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    • Chris Hackett
      Chris Hackett

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