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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Add Existing Purchase ...
Small and medium business | Business Central, N...
Answered

Add Existing Purchase Line Fields to Edit in Excel file

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Posted on by yossy55 242
Hi, 
Is there any good way to add the existing table fields into Excel file exported by "Edit in Excel"?
Outstanding Quantity field is in Purchase Line table, but the field isn't included in "Edit in Excel" file. In "Open in Excel", the field is included in Excel when added it by Personalize.
Not Personalize, but Design or development is necessary?
 
Added Outstanding Quantity 
 
Open in Excel: Outstanding Quantity is shown.
 
Edit in Excel: No Outstanding Quantity is added.
Categories:
Dynamics 365 Business Central
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  • Suggested answer
    keoma99 Profile Picture
    keoma99 138 on at
    Edit in Excel: export table data for changing and updating back to BC.
    Open in Excel: View data, change in Excel, but you cannot publish them, means update the changes back to BC.
     
     
    With Personaize the fields can be exported to excel by using "Open in Excel" but not with "Edit in Excel". 
    Other solution: Write an extension to show additional fields.
     
    These special fields are no table fields but flowfields, means calculated fields. They cannot be changed or exported/updated using Excel.
    They cannot be exported using config. packages too.
     
    About flowfields, a sample: The Outstanding Quantity is the remaining quantity to ship/receive. Ex: if you enter quantity 10 and ship 4 the outstanding quantity will be 6.
     
    Alternative way to export data:
    a custom xmlport or report. Your ERP partner can do that or make it yourself with vs code. its no rocket science.
     
     
    Dipl.Ing. Franz Kalchmair
     
  • Verified answer
    Nitin Verma Profile Picture
    Nitin Verma 21,708 Moderator on at
    Hi,
    Open in Excel - Reflects the fields visible on the list page, including personalized fields, Edit in Excel- Ignores personalization and uses the fields defined in the entity or page design. personalization alone won’t solve your issue for "Edit in Excel." You’ll need a design or development approach. Means that the field you are looking for edit in excel, it has not parmanently fixed on page, so you need to extent that page by adding that field parmanently, 
    pageextension 50001 "PurchaseOrderSubformExt" extends "Purchase Order Subform"
{
    layout
    {
        addafter("Quantity")
        {
            field("Outstanding Quantity"; Rec."Outstanding Quantity")
            {
                ApplicationArea = All;
            }
        }
    }
}
     
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 20,612 Super User 2025 Season 2 on at

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