RE: Mass Update “Name” field in a journal entry
Hi all,
We have about 800 journal entries that only have the “Name” field filled out, which would tie that journal entry amount to the customer account. This is specifically for an A/R JE.
I went through the standard way of getting to the Mass Update for transactions, and when I go into Mass Update Fields tab, the “Name” field is not there. I understand that some fields Mass Update cannot work on. I am wondering if since this Name field is tied to our customer records, this won’t work?
Is there an alternative solution to my issue?
It’s kind of ugly, but the only way I’m aware of doing this (short of scripting, which I’ve also done in extreme cases) is to:
- export all the journal entry lines via saved search.
- make updates to the desired field (in this case the “Name” field)
- run a csv update, checking the “overwrite sublists” checkbox
You can check out “Update Class on Journal Entry Line Items via CSV Import” SuiteAnswers 105738 for more info.
PS, you need to actually import all the line information over again (including the information that’s staying the same). Overwrite sublists means you’re wiping out all the existing line-level information and re-entering. There’s no way with JEs to just do a line-level update of a certain field.
Hi James,
Thank you so much, I believe this would be the route we will take in this instance!
