For the last few years accounting has been using Paste Insert of Journal Transactions using three columns on a spreadsheet: GL Account–Override–Debit Amt–Cred Amt–Description. That stopped working over the weekend. We just figured out that the import sequence now requires an additional leading column for the Line Number:
Line–GL Account–Override–Debit Amt–Cred Amt–Description
There were no updates, customizations, etc. At Base the screen also requires the Line Number. What could cause this change?
No updates or customization have changed then a configuration somewhere may have? When you say past insert you mean copy from excel paste into the grid? The other thing might be that column order has changed that can sometimes change how an import is pasted in. Do they have personalizations?
I went down to base format and used the manager login. In this format the Line Number is one of the required columns. I couldn’t do it in a sandbox either. Usually these types are spot on and creatures of habit, but maybe Line# can be circumvented in the line up and I am just not aware that that is in fact how they were able to do it.
Thanks Calvin, I’ll give this a try shortly. I checked the Application User Guide; it has the layout exactly what I have in my sandbox. Are you saying that for paste-insert purpose there is a specific layout required?
Just that the clipboard contents are pasted into R1C1, R1C2, R1C3, ... until a line feed R2C1, R2C2, R2C3, ... until a line feed
etc…
(with R1 being relative to the current row selected in the grid, when doing Past Update)
If the first column of your copied data goes into the second column of the grid, it won’t work
Some grids have a readonly column in the first row that is automatically assigned when a new record is created. If your clipboard data has a value in its first column, that value will be ignored…
For example, I copied the selected area of an excel file, for Paste Insert to Order Entry. Note that the Line numbers are dups of existing lines. They are ignored.
I usually re-order the grid columns putting just the ones I need to update on the left side (first to be pasted in each record).
Some grids will do a lookup and update a field when another changes. So make sure the order is correct, if you do or don’t want to overwrite the retrieved value.
For example, when the part description is retrieved from the part table. Upon pasting the partnum in its cell, the description field’s cell is automatically populated. If the description column is in the range your clipboard data spans, it will get overwritten.
Some grids display the description of a code based field instead of the code. But you need to past the code.
ProdGrp is an example. While the grid shows PrdGrps as:
You’d need to have the data you copy as:
