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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / IMS > Can I generate a...
Finance | Project Operations, Human Resources, ...
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IMS > Can I generate an Excel sheet for a Bulk Order Receipt

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Posted on by SV-18061727-0 586
Hello experts,
 
For one of the programs, we fulfilled a Bulk Order of 40 items and was wondering if its possible to generate a Bulk Item Order Receipt in an excel sheet instead of viewing it in the Packing Slip journal?
 
Thank you
 
 
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Dynamics 365 Finance
I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,361 Super User 2025 Season 2 on at
    IMS > Can I generate an Excel sheet for a Bulk Order Receipt
    Hi,

    Can you please elaborate on your question? What is meaning of the abbreviation "IMS"? 
    Do you want to update the receipt via an Excel sheet or what exactly is the required process?
  • SV-18061727-0 Profile Picture
    SV-18061727-0 586 on at
    IMS > Can I generate an Excel sheet for a Bulk Order Receipt
    Sorry for not being clear. Inventory Management System (IMS)
     
    Accounts Receivable > Sales Orders > I fulfilled a Bulk Order for 40 items.  I printed the Packing Slip report (which is an SSRS report) which shows my 40 items. But instead of a SSRS report, I would like to view this report in an excel sheet. 
     
    I was wondering if this is possible or does it need customization?
     
    Thank you
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,616 Super User 2025 Season 2 on at
    IMS > Can I generate an Excel sheet for a Bulk Order Receipt
    Hi,
    You can open the packing slip form and refresh the browser while on the form to display all packing slips within the company. After that, you can either export the data to Excel or use the Excel add-in to access it.
     
  • SV-18061727-0 Profile Picture
    SV-18061727-0 586 on at
    IMS > Can I generate an Excel sheet for a Bulk Order Receipt
    Thank you for replying but I want to access the contents of my Packing Slip in excel. I want to see the 40 line items in the packing slip in excel
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,361 Super User 2025 Season 2 on at
    IMS > Can I generate an Excel sheet for a Bulk Order Receipt
    Hi,
     
    If you have a posted packing slip, you can view the packing slip journal. Then go to the tab lines and you can export the grid to Excel.
     
    There is a public data entity called CustPackingSlipTransBiEntity. With this entity, you can use the Excel add-in to load and view the lines in Excel. 

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