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Importing data into Purchase Orders via Purchase Order List. Possible?

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Posted on by Community Member

Greetings All,

New User to Business Central (the whole company is, actually), and I wasn't able to find my answer in a search, so I'll pose it here.

We are trying to find the most expedient way to update PO's (Expected Receipt Date field) with inventory ETA data that we receive from Suppliers. This task is done several times a week, and for multiple suppliers, hence the need for the most efficient process possible.

I am most familiar with Configuration Packages and importing/exporting via Excel, and was wondering if there was some way to import data by way of the Purchase Order List to update all applicable PO's at once, or is this a pipe dream?

Any and all suggestions are greatly appreciated!

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, does Edit in Excel meet the needs?

Purchase Header

Purchase Lines

For more details: https://docs.microsoft.com/en-us/dynamics365/business-central/across-work-with-excel

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Community Member on at

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Hi Zhu Yun,

Thanks for your reply. I had tried both Open in Excel, and Edit in Excel from the Purchase Order List page, but unfortunately, Open in Excel downloads a file with some customer data, but not the "Expected Receipt Date" field that I require (if this can be modified to include that field, it might serve my needs, I would have to test that). As for Edit in Excel, it downloads a file with many more fields, including the "Expected Receipt Date" field that I require, but it is more like a template as it contains no customer PO data at all.

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Hi Zhu Yun,

Thanks for your reply. I had tried both Open in Excel, and Edit in Excel from the Purchase Order List page, but unfortunately, Open in Excel downloads a file with some customer data, but not the "Expected Receipt Date" field that I require (if this can be modified to include that field, it might serve my needs, I would have to test that). As for Edit in Excel, it downloads a file with many more fields, including the "Expected Receipt Date" field that I require, but it is more like a template as it contains no customer PO data at all.

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Community Member on at

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Paul,

Adding to what Zhu replied... Edit in Excel is the efficient but if you hate the fact it has all the possible fields in the spreadsheet, you might consider asking your Partner to make the Expected Receipt Date field appear on the PO List Page and allow it to be editable. Now you have a list of PO's and the Expected field editable for updating.

Hope this helps.

Thanks,

Steve

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Community Member on at

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Hi Steve,

Thanks for your reply. The problem that I experienced with Edit in Excel was not that it had all possible fields present (I could always hide what I didn't need), but that it downloaded without any data (just empty fields), which seemed counter-intuitive, as Open in Excel downloaded with less fields, but had customer data in the fields.

In any event, I like your suggestion to have our Partner add an editable "Expected Receipt Date" to the Purchase Order List page. I think that will prove to be a fairly efficient solution for us, so I thank you for it. I'll post back here how it's worked out once implemented.

Enjoy the day!

Paul

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Marco Mels on at

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Hello,

Edit in Excel should not export empty sheets. Did you allow the data to be populated. Usually there is yellow bar at the top within Excel that requires you to allow the file to be edited.

Thanks.

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Marco Mels on at

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Hello,

Edit in Excel should not export empty sheets. Did you allow the data to be populated. Usually there is yellow bar at the top within Excel that requires you to allow the file to be edited.

Thanks.

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Community Member on at

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Hi Marco,

Thanks for your reply. For clarity, I am selecting Edit In Excel from the PO List page. It doesn't download an empty sheet, per se, it downloads a sheet with all the possible fields in the columns, but no data populating those columns. Open In Excel will download fewer fields represented, but there will be data populating those columns/fields.

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Marco Mels on at

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Hello,

That is kind of strange. I suggest you raise it to Microsoft support.

Thanks.

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jaybeegee 193 on at

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Just as a followup question ... I do not seem to have the "edit in XL" option although we have it installed as an organisation (o365 and local full version). Is it a setting a user can enable or does it require admin?

However we do have the "open in XL" option.

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