Updating Purchase order lines using Dynamics Excel-Add in

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Posted on by Rendani.Maphaha@imm...

Hi,

I'm new to D365FO and I would like some help.

How do I use dynamics excel add-in to update purchase order lines?

The only option I have with open in excel is to update and import purchase order headers as you can see on the screenshot below. I don't have the option to update purchase order lines.

Many Thanks,

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qianwang 7,168 on at

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Hi Rendani.Maphaha,

You can open the data entity ‘Purchase order lines V2’ in excel to import the data.

1.Open the Microsoft excel add-in and server URL

2. Select the entity and required field. You can also filter the essential information if needed.

3. Refresh and update the data. Then publish it.

For more information, please refer to this.https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/office-integration/use-excel-add-in#open-entity-data-in-excel-when-you-start-from-excel

Regards,

QianQW

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Rendani.Maphaha@imm... 20 on at

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Hi QianQW,

Thank you for your step by step instructions. This was very helpful and it worked.

Kind Regards,

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