Import new column into G/L Budget Entry

CobaltSS

Hi all,

I've been asked to add a Description to the Excel sheet that gets imported via the Budget -> Import From Excel function that can change line by line. So I've made a few mods.

In table 371 Budget Buffer I've added the field "Description" (text 50). In report 81, I've added the Text constant "CN_Text001" and assigned it "Description" In the Analyze Data function of Report 81, I've added the following code (I've included existing code so you can see where it was placed):

              Text022:
                TempBudgetBuf."Dimension Value Code 8" :=
                  COPYSTR(
                    ExcelBuf."Cell Value as Text",
                    1,MAXSTRLEN(TempBudgetBuf."Dimension Value Code 8"));
// >> CN1.78
              CN_Text001:
                BEGIN
                  booOK := CONFIRM('Description: %1', booOK,  ExcelBuf."Cell Value as Text");
                  TempBudgetBuf.Description :=
                    COPYSTR(
                      ExcelBuf."Cell Value as Text",
                      1,MAXSTRLEN(TempBudgetBuf.Description));
                END;
// << CN1.78
              Text014:
                BEGIN
                  IF TempBudgetBuf."G/L Account No." <> '' THEN BEGIN

In the OnAfterGetRecord of BudgetBuf, I've made this mod:

// >> CN1.78
// original - GLBudgetEntry.Description := Description;
GLBudgetEntry.Description := BudgetBuf.Description;
// << CN1.78

When I disable the Excel Buffer DELETEALL, I reviewed the data and it appears to be stored in the Excel Buffer table properly:


But the G/L Budget Description remains blank. And I don't get any CONFIRM dialogue. In the Excel spreadsheet, the column is called "Description".

Any advice greatly appreciated.

cheers,

CobaltSS

I needed to add one more bit of code into the Analyze Data function, as the "header row" checks only look for the G/L Account No, Dimensions, and valid dates (related to the period) (look for the tags - excess code given to show placement):

      ExcelBuf."Row No." = HeaderRowNo:
        BEGIN
          TempExcelBuf := ExcelBuf;
          CASE TRUE OF
            TempDim.FIND('-'):
              BEGIN
                TempDim.MARK(FALSE);
                CountDim := CountDim + 1;
                IF (CountDim > 8) THEN
                  ERROR(Text008);
                TempExcelBuf.Comment := Text013 + FORMAT(CountDim);
                TempExcelBuf.INSERT;
                DimCode[CountDim] := TempDim.Code;
              END;
            EVALUATE(TestDate,ExcelBuf."Cell Value as Text"):
              BEGIN
                TempExcelBuf.Comment := Text014;
                TempExcelBuf.INSERT;
              END;
// >> CN1.78
            ExcelBuf."Cell Value as Text" = CN_Text001:
              BEGIN
                TempExcelBuf.Comment := CN_Text001;
                TempExcelBuf.INSERT;
              END;
// << CN1.78

          END;
        END;

      (ExcelBuf."Row No." > HeaderRowNo) AND (HeaderRowNo > 0):

I hope this proves useful to someone else.

cheers,