Journal Transaction Writeback Template

Posted about 1 month ago by Nathan Gayeski

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Nathan Gayeski

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Hello,

In the Journal Transaction Writeback template, is it possible to include the allocation field? It so, is it easy to add other fields to the template?

Thanks!

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7 Comments

Nathan Gayeski posted 2 days ago

Thanks!

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Velixo Team posted 6 days ago Admin

Hi Nathan,

It's on the roadmap for the next iteration. Note that you can very easily add the column to an existing template: instructions are here: https://www.loom.com/share/72621dbb1db1484a8006239a08bd681d

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Nathan Gayeski posted 9 days ago

Do you have a timeline of when this would be rolled out?

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Nathan Gayeski posted about 1 month ago

We would want to use a pre-defined allocation rule.

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Gabriel Michaud posted about 1 month ago

To clarify Nathan, are you looking to use a pre-defined allocation and just enter the allocation ID, or you want to define it on the fly? Adding the allocation column as pre-defined column would be simple for us.

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Nathan Gayeski posted about 1 month ago

Thanks Gabriel, the Journal Writeback Template is a really nice feature of Velixo and does not really require a working knowledge of the WritebackJournal function. Adding the allocation field would be extremely helpful.

Thanks!

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Gabriel Michaud posted about 1 month ago

Hi Nathan,

The template doesn't include this information by default, but the SI.WRITEBACKJOURNAL function does support the allocations. This is documented here: https://help.velixo.com/support/solutions/articles/153000015805

I will ask for an example and revert back.

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