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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Exporting the Customer...
Small and medium business | Business Central, N...
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Exporting the Customer/Vendor lists via Excel.

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Posted on by Shaikh Zuber
When exporting the Customer/Vendor lists via Excel, is it possible to filter those that have or have not got an expired Drug Licence?
 
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Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,009 Super User 2024 Season 2 on at
    Exporting the Customer/Vendor lists via Excel.
    Hi, I suggest you export it and merge it outside the system, so no customization is required. In addition, as far as I know, there is no Drug License Company List function in the standard functions. So you can contact your partner and add the export function you need on this basis.
     
    Hope this helps as well.
    Thanks.
    ZHU
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    gdrenteria Profile Picture
    gdrenteria 13,156 Most Valuable Professional on at
    Exporting the Customer/Vendor lists via Excel.
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    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,026 Super User 2024 Season 2 on at
    Exporting the Customer/Vendor lists via Excel.
    Seems that those 2 are separate lists, and in that case No, You cannot do it during export to excel - with standard tools. 
    Options would be to export both lists (without filters), get 2 excel tables, and then You can add the Expiry Date to Vendor list via Vlookup, by matching Vendor No. And then You can do the filtering, to see just the ones, that have active license.
     
    Other option would be create a custom Export process, where You could provide filters based on the Drug License Company list. You can ask Your Microsoft partner to develop this. Would be few hours of paid work for them.
    Or ask them to add a field to Vendor list, that shows the Expiry date (the latest I assume? ) Then You can filter the Vendor list in the system, and export as usual - just the filtered cards.

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