Hi all - what's the best way to mass update entity names at the line level of existing JEs? What are the Do's and Dont's? Thanks!

As you'll find out soon enough it's an all-or-nothing process to replace the lines on a JE using the native csv import process. Meaning that you can only overwrite the whole sublist (all the lines) with new values. If you've got just a few changes on some journals that aren't too long, exporting the JE detail, and re-importing all the lines can work if you're very careful and don't have closed period considerations to worry about. If you're talking about updating thousands of lines across thousands of JEs, this approach rapidly becomes untenable. I wrote a map/reduce script to do this for the project/task fields at my prior company, but there's also some third party tools out there that do similar things if development is not your jam.

Create new Je Example : if you don’t have name on AP line create a new Je with AP without name in the opposite of the original writing and then reuses an AP with name

Noted. Thank you.

Hey Gaurav, I actually think this is not an all or nothing approach, as you could retrieve the Line ID of the particular lines in a a saved search and then use the same line ID to only update the line specific line of the journal through the CSV upload

@David Zimmermann have you tried doing this with a journal entry via the native csv process? I agree that’s how it should work and does with other record types like orders and invoices, but not with JEs. If you’ve found a way around this limitation I’d be very curious to understand how.

@James Morris I would like to answer you but I have already updated JE lines using the unique Line key or Line id to update only the lines that I want to update

Yes, only 3 columns are needed: • JE Internal ID • Line ID (that I want to reference to update) • Entity (or the field I want to update)

oh man, you guys are right! When did that change? You used to have to overwrite the whole sublist to update lines. Nice that NS finally fixed that.

you don't have to overwrite the whole sublist anymore. this can be targeted specifically for those lines (kindly correct me if I'm wrong)

no you're right, I just tested it and it worked

and it won't change the other fields/values either :)

yes don't need to overwrite yes

Thank you all for your inputs :)