Download To Excel from Customer Ledger Entries and Posted Sales Invoices

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Posted on by CU04020508-0

Hi,

I requested my support vendor to add two additional fields in Posted Sales Invoices Header which could be seen in Customer Ledger Entries.

This will cost me say n number of support hours, say 3 hours.

There is a download to Excel option in both the screens.

Will the download to Excel include the two additional fields automatically or does it need extra effort and extra support hours to include the two additional fields in the downloaded Excel file?

Thanks!

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Dynamics 365 Business Central

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Ramesh Kumar on at

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Download To Excel from Customer Ledger Entries and Posted Sales Invoices

In Dynamics 365 Business Central, adding custom fields to the Posted Sales Invoice Header and making them visible in the Customer Ledger Entries page is one part — but having them included automatically in the "Open in Excel" or "Download to Excel" export depends on how the fields were added and where.

The fields are added using table and page extensions, and They're visible on the page you’re exporting from (e.g., Customer Ledger Entries), If you’re using custom APIs, custom reports, or the fields are not shown directly on the page

https://yzhums.com/39254/?

Thanks

Ramesh

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CU04020508-0 on at

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Download To Excel from Customer Ledger Entries and Posted Sales Invoices

Hi Ramesh Kumar,

This sentence in your reply doesn't seem complete.

..."If you’re using custom APIs, custom reports, or the fields are not shown directly on the page"...

I don't get then what? Can you explain?

The fields will be added in Posted Sales Invoices Header Portion and supposed to be visible in Customer Ledger Entries.
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Sagar Dangar, MCP on at

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Download To Excel from Customer Ledger Entries and Posted Sales Invoices

Hi,

If fields is visible on page, then it will come in excel.

If it is not visible to page, still you can export to excel by using configuration packages (Where you can select required columns only exported)
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Matteo Fiocco on at

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Download To Excel from Customer Ledger Entries and Posted Sales Invoices

Hi,

👉 If the fields are visible on the page, the Open in Excel feature will include them automatically, with no extra effort.

⚠️ If they are not visible or you need a custom Excel layout, it requires additional development.

💡 Always check with your partner if the fields are added to the UI, not just the backend!
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Sohail Ahmed on at

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Download To Excel from Customer Ledger Entries and Posted Sales Invoices

If the fields are only added to the table and not to the page, they won’t appear in the Excel download. To include them, your vendor needs to also add those fields to the page (Page Extension). That may need a bit of extra time, but not much if they’re already adding the fields to the table.

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