Hi.
When creating an AR Miscellaneous Invoice with multiple lines, I use the copy invoice lines functionality but I find that this does not copy over the GL account. How do I get the GL account to come through as well?
Or is there a upload/copy from excel solution that is simpler? The variable on each line is the quantity and the comment (we need to add hours utilised)
Thank you.
You can consider creating the first line, then navigate to Line > List and use that as a template in your excel file.
In your excel, you can then add more lines with their appropriate qty and GL account, then simply paste insert/update it back to the list tab.
Hi,
I have tried this and it allows me to paste. But even though it reflects the GL account number under lines, I cannot see this when I actually click into the line for details so I am hesitant that the GL Account is actually coming through and that it won’t automatically post to the default account.
What am I missing?
Thanks.
According to the normal flow, we would need to first save the data > click on getdefault before we are able to tweak the GL account.
It seems like paste update/insert is not able to achieve that based on my preliminary testing.
Yes, you need to save the line first. I can see from the log it calls GetDefaultAccount to get the GL. I would try an ARInvoice.UpdateMaster.Post BPM that calls GetDefaultAccount. Seems to work from a couple of tests, but you need to set a few conditions there so it doesn’t run on every save. I would start with if the invoice is misc, if it doesn’t already have a GL set and if you’re adding a new line then it calls the GetDefaultAccount.
Thanks for taking the time to respond Dragos Ene.
I’m afraid that I am a new user so I do not understand your solution. I will have to research this more.
Welcome to the forum! Sorry, I didn’t notice the first time post there. I’m afraid there’s no easy way to do this. I was talking about a BPM that will ‘press that button’ for you after each line is saved. The issue with that is there’s only one save event (UpdateMaster) for all types of invoices. And you don’t want that BPM running for all invoice types, you probably need the miscellaneous types only. So you need some conditions added in the BPM.
If you are familiar with BPMs, try the above. Or maybe an updateable BAQ with custom save methods but it’s kind of the same thing. Again, no easy way comes to mind. Maybe somebody else has an easier solution.
