Inventory Movement Journal Open in Excel

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Posted on by Yepitsme

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Is it possible to modify (Design using Data Connector) the Inventory Movement Journal Open in Excel template and upload it to F&O so it can be routinely used? I tried doing it through Document Templates and it was added there but does not show on the Open in Excel dropdown and yes the Open in Excel is checked for the template in Document Templates. I also noted that there does not appear to be a system template for it in Document Templates either.

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Charlotte X on at

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Hi Yepitsme,

Do you mean that you want to add a template that is not in the Open lines in Excel?

If that's the case, you need to do some customizations.

Please refer to this old thread:

(+) Adding custom template to "Open lines in excel" for general journals - Dynamics 365 Finance Forum Community Forum

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