Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance forum / Use Excel Add-in for t...
Finance forum

Use Excel Add-in for trade agreement

(0) ShareShare
ReportReport
Posted on by Community Member

Hi everyone,

I have got some issues using Excel Add-in with Trade Agreement.
I have tried to create a new template associate with the SalesOpenSalesPriceJournalLineEntity but everytime i tried open it from the trade agreement journals line (Sales and marketing>Prices and discounts>Trade agreement journals>lines) the system is only prompting and other template (which is not in the template list here: Common>Office Integration>Document templates) different from mine.

How can i set my template visible from this form?
How to add the header field in my customize template (can't find Trade agreement journal Table in the Excel Add in entity list)?

Thank you for any advice!

Categories:
Other
  • SophieRossiter Profile Picture
    SophieRossiter 8 on at
    Use Excel Add-in for trade agreement
    Has anyone managed to figure out a solution to this?
    I am getting the same issue with a line filter being added for both the open sales price journal line entity and the open purchase price journal line entity in version 10.0.38.
  • Community Member Profile Picture
    Community Member on at
    RE: Use Excel Add-in for trade agreement

    Hi,

    I have some issue related to "SalesOpenSalesPriceJournalLineEntity".

    Requirement:

    I have added custom field on trade agreement line and that field I will need to display in excel add-ins at specific column in excel.

    Downloaded the working excel add-ins and from excel design added custom filed and placed at specific position and save the excel

       After that I have created "Document template" in office integration for saved excel (customized excel)

       Issue: While download excel -

                  Customized column placed at required position in excel but always one row is loads that is because of

                  In excel filter section by default "Line number" filter applied

                  Expected: Line number filter should not applied by default; excel filter without line number filter.

    [I tried the same approach for SO/PO, for SO/PO excel add-ins working fine but for "SalesOpenSalesPriceJournalLineEntity" , when we download customized Excel add-ins its bringing by default current selected row (Applied Line# filter by default), not all record by default ]

     pastedimage1563452633682v1.png

    I just want to know is any bug in "SalesOpenSalesPriceJournalLineEntity" D365 10.0 version? 

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,884 Super User 2025 Season 1 on at
    RE: Use Excel Add-in for trade agreement

    HI Smalliver,

    Did you use the 'Export to' or 'Open in' option? Only when you are using the option 'Open in Excel' you will have a slider menu with control buttons to refresh, design or publish the data.

  • Community Member Profile Picture
    Community Member on at
    RE: Use Excel Add-in for trade agreement

    Once you have exported the Excel document, how does it get uploaded once it is edited?

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,884 Super User 2025 Season 1 on at
    RE: Use Excel Add-in for trade agreement

    Hi MaxMax,

    If you create new document template, this is for personal use or share it with colleages. It is not changing the application logic to get it available on the form. To have a new option available, you need to do it in Visual Studio by creating data entities.

    Also have a look at the documentation how to do it:

    docs.microsoft.com/.../add-templates-open-lines-excel-menu

    docs.microsoft.com/.../customize-open-office-menu

  • Community Member Profile Picture
    Community Member on at
    RE: Use Excel Add-in for trade agreement

    Hi André,

    Thank you for this advice.

    By a new template i mean a customize Excel worksheet I have created here: Common>Office Integration>Document templates. The template i have created is associated with the SalesOpenSalesPriceJournalLineEntity Entity. So logically it should be visible under 'Open in Excel' from the trade agreement journal lines but it is not.

    Best regards,

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,884 Super User 2025 Season 1 on at
    RE: Use Excel Add-in for trade agreement

    Hi MaxMax,

    What do you mean exactly with a new template?

    If you want to use the Open in Excel feature with trade agreement journal lines, there is a trick out of the box.

    - Open the trade agreement journal lines.

    - Create and save at least one line with an item number.

    - Close the trade agreement journal lines.

    - Open it again and the entity is visible under 'Open in Excel'.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,884 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,760 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans