RQ04.1 (REQUESTER) Add-Ins for Accounting Unit

 4 Replies
 0 Subscribed to this topic
 1 Subscribed to this forum
Sort:
Author
Messages
JODAMORE
Basic Member
Posts: 10
Basic Member

    Greetings,

    Has anyone leveraged the Excel Add-Ins tool to Delete/Add AU's within the RQ04 table?  I was hoping it would be an easy mapping, but it appears not.  I tried utilizing a PT-Accounting Unit field logic like other problematic Position-To tables such as REQ LOC, but it still does not work.  Quick rundown as follows:

    Have several hundred old REQUESTERS with REQ LOCS and AU's populated that are inactive and were never used.  I want to cleanse the system of these junk records, but am required to delete the REQLOC and AU fields to do so.

    When I run the Add-In, I populate the upload with f2 REQUESTER, f31 (H)PT-ACCT-UNIT = AU I want to "Position-To " and delete, f84.0 LINE-FC-A1 = "D" to delete.  Due to the AU being inactive, it fails and lets me know the "AU ####### is inactive".  The change does not go through, but I can manually Delete the AU and REQ LOC, click change, then delete the requester without issue.  (EDIT:  I have also attempted to run this same upload detailing the REQ LOC (f7 REQ-LOCATION) as blank value.  Do to the error of "REQ LOC INACTIVE" if I try and change the AU independently.  

    I DO NOT want to have to do this several hundred times.  Please, greater LawsonGuru minds, help me solve this easily.  Any insight would be appreciated.

    JonA
    Veteran Member
    Posts: 1163
    Veteran Member
      Is this in V9 or V10? For V9, I only use _f2,REQ-REQUESTER, _f84:0,LINE-FC-A1, and _f85:0,ACCT-UNIT1 for both adding and deleting accounting units.
      Jon Athey - Sr. Supply Chain Analyst - Materials Management - MyMichigan Health
      Kat V
      Veteran Member
      Posts: 1020
      Veteran Member
        I have the same problem - it is when the requester has multiple AUs. You need to position to the AU that you want, which it can't do because the inquire returns "Accounting Unit ###### is inactive"

        If the requesters only have 1 AU, Jon's map works. I get on the phone with Finance and have them activate the AU long enough for the upload and then re-inactivate.
        ggould
        Basic Member
        Posts: 4
        Basic Member
          Resurrecting an old post. Was anyone able to resolve this? I'm trying to delete a few hundred Account Units from RQ04. I'm using the hidden Position To fields for RQU Company and Account Unit, and Upload Wizard is throwing errors.
          JonA
          Veteran Member
          Posts: 1163
          Veteran Member
            Personally, I've not run into the issue Kat was speaking of.  Below is my mapping and I can delete multiple accounting units with out errors. I don't use any hidden PT fields.

            _f3,REQ-REQUESTER
            _105:0,LINE-FC-A1 [Use "D" to delete]
            _f106:0,RQU-COMPANY1
            _f107:0,ACCT-UNIT1
            Jon Athey - Sr. Supply Chain Analyst - Materials Management - MyMichigan Health