Question

Journal Transaction Import Scenario - Customer/Vendor field

  • 5 October 2023
  • 3 replies
  • 50 views
coleenmcnally22
Rank
Userlevel 3
Badge

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

-Coleen

3 replies

hkabiri
Rank
Userlevel 6
Badge +5

@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
Rank
Badge +18

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. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
coleenmcnally22
Rank
Userlevel 3
Badge

@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

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved