We’ve been using the JRNL1.xls file along with JRNLMACRO.xla file for PeopleTools 8.53, to import Journals into PeopleSoft FSCM 9.1 – all with lower versions of Excel.
However, with Excel 2016 installed on their workstations, users thought they could start using the files delivered along with PeopleTools 8.54/8.55, as they were compatible with Excel 2016.
But, not without issues 🙂
If you’re not familiar setting up the Journal excel and Macro files, here’s a quick introduction:
The new set of files available from PeopleTools 8.54 onwards are JRNL1.xlsm and JRNLMCRO.xlam (note the change in extension)
Step 1: Open the JRNL1.xlsm file
Step 2: Click on the Setup icon
Step 3: If you’re getting any Compile error messages, press Alt + F11 key to open up the Visual Basic Editor
Step 4: Ensure that you delete any previous instances of the Journal files
Step 5: On the Project pane on the left side, click on JournalBook and Click on Tools > References
Step 6: Ensure that the setup is as per the screenshot provided below
Step 7: On the Project pane on the left side, click on JRNLMCRO and Click on Tools > References and ensure it is setup as per the screenshot below
Step 8: Click on the Setup icon in the home page of the JRNL1 file
Step 9: If the User ID field is disabled, proceed with the following steps:
Step 10: From the Project page on the left side, under Jrnlmcro, double click on Form_JrnlHeader
Step 11: Right click on the User ID field and select Properties
Step 12: From the Properties page on the left, choose True for the Enabled property
Step 13: Similarly, double click and open the Form_Options page, right click on the User ID field and select Properties
Step 14: Ensure that the Enabled property is set to True here as well
Step 15: Save your changes, close and re-open the excel file again
Step 16: Now, when you click on the Setup icon or edit a Journal, the User ID field should be disabled as in the screenshot provided below
Not sure if this has been resolved in later PeopleTools versions (8.55), but, if this is an issue for you, feel free to go through the steps listed and you should be able to edit the User ID. Particularly useful, when you create the initial Spreadsheet file with Journals, but would like to pass it to someone else.
Hope this helps! 🙂