PO Header and Lines Template Error

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Posted on by Elonna

Hello,

I have created an 'Open in Excel' template for PO Header and Lines. It works correctly in that it opens the PO and associated lines, but if data is changed then we try to publish, we get 'row was updated outside of Excel' error. Sometimes we can refresh the data, make the change(s) again, it will publish the second time.

We've tried refreshing the data before making the changes the first time, but still get the same error.

I am wondering if there is something I missed in creating the template? I did make sure the key fields for the header and lines are included in each section.

Thank you for any input.

Elonna

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Dynamics 365 Finance

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CA Neeraj Kumar 5,135 Super User 2026 Season 1 on at

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Hi Elona,

Please revisit my article to identify if there is any gap you feel..

https://microsoftdynamicsfo.wordpress.com/2023/11/12/document-template-for-uploading-purchase-order-lines/

Regards,

Neeraj Kumar

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André Arnaud de Cal... 305,150 Super User 2026 Season 1 on at

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Hi Elonna,

Can you share the full sync logs? Do you have this error on the header, the lines, or both? How many lines do you have in the template? What is the order for publishing the entities in the the settings?

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Elonna 49 on at

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Neeraj,

That is exactly what I did.

The template option has been loaded and is available. When we have a PO open, we use the template to open that PO. Then changes are made, specifically to the warehouse in our testing, then we publish it and get the error.

Thank you for your response.

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Elonna 49 on at

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Andre, I just went in and tried it again, only one row out of 42 errored this time, but it is the same error. Usually all of lines error, or it will publish the first line then error on all other lines. The errors are occurring in the lines section, not the header. Number of lines vary, could be 30 - 100 approximately. Again, when I open the PO in Excel using the template, the header and lines are correct.

I do not see any settings about what order to publish the entities. There is a check box to publish sequentially and it is checked.

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CA Neeraj Kumar 5,135 Super User 2026 Season 1 on at

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Hi Elonna,

Thanks for the information, i found similar issue in LCS library, please check if this applicable in your scenario as well.

Here i am try to think the root cause in your case.. might be due to changes done at header level and also at line level, header level changes or changes at first line is somehow trying to update other lines which are already changed before publishing. Please let us know your thought around this.

Regards,

Neeraj Kumar

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Elonna 49 on at

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Neeraj,

We are not changing the header at all. Since we are pulling it in when the PO is being viewed, thought it needed to be included.

We have a similar template for Sales Order Header and Lines and it does not throw this error.

I have compared the options in both templates (SO and PO) and they are set the same.

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Syed Haris Shah 1,661 Super User 2026 Season 1 on at

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Hi @Elonna,

This error is caused by the concurrency check in D365 F&SCM. When both the PO header and lines are updated in the same publish action, the system often detects background changes and raises the message “Row was updated outside of Excel.”

You already know the best practice, always refresh the data first, then make changes, and only then publish. This ensures you are working with the latest version of the record.

For bulk updates, however, I strongly recommend using separate entities for headers and lines instead of combining them in a single template. Keeping them separate minimizes concurrency conflicts and makes publishing more reliable.

If you still wanna use single file for both make sure DataAreaId is included in both header and line and check if it work for you without error. Otherwise using separate entity is best the option.

If you find this answer helpful, please consider verifying the answer. 👍

Regards,

Syed Haris Shah

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Elonna 49 on at

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Thank you, Syed.

The lines only will work for us.

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