SpreadSheet Journal Import in PeopleSoft – Solving User ID Issues – Excel 2016

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

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Step 6: Ensure that the setup is as per the screenshot provided below

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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

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Step 8: Click on the Setup icon in the home page of the JRNL1 file

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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

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Step 11: Right click on the User ID field and select Properties

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Step 12: From the Properties page on the left, choose True for the Enabled property

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Step 13: Similarly, double click and open the Form_Options page, right click on the User ID field and select Properties

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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

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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! 🙂

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About Manikandan Surendren

A PeopleSoft Techno-functional Consultant. An engineering graduate in Computer Science. Technology Enthusiast. Movie freak. Gadget geek.
This entry was posted in Code, Oracle, PeopleSoft and tagged , , , , . Bookmark the permalink.

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