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Dear Experts,
Please advice me how to create excel template through which we can upload Sale Order.
Moreover what is the purpose of ''Generate from Template'' button in Sale & Marketing form.
Regards
Kamran J
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Hi Kamran,
did you get this excel template? Does it work properly?
Thanks
Yingwen
Hello Kamran,
You need to test the performance of this Excel addin.
Also check what happens if you share the Excel template with other users and whether they are able to execute the upload.
If you find that this is not really gonna work for you, consider using the data import/export framework.
Best regards,
Ludwig
Dear Ludwig,
Many thanks for your help. definitely i will test then deploy on live upon successful results.
Yes! we are using R3 version. kindly suggest what is more appropriate than the solution on which i am going to work on.
Regards
Kamran
Hello Kamran,
Here is a brief description how this can be achieved
community.dynamics.com/.../dynamics-ax-2012-sales-orders-import-using-excel-add-in
It's already a bit older and things might be slightly different in a R2/R3 environment. However, I think that you can get the idea and concept how this can be realized.
Please do some performance testing before using this in your live environment.
Many thanks and best regards,
Ludwig
Hi Ludwig,
Actually I want to design a solution for Live application. I want to design an excel file through which user fill all required data in excel sheet and upload in dynamics AX as a sale order, rather than to create sale order and add lines manually.
we do the same in transfer order, like upload transfer order through excel file.
so same solution for sale order I am looking for.
Regards
Kamran
Hello Kamran,
Do you need that template for testing purposes or do you plan to use it for something else?
For a live application the upload of mass data through the excel add in is not the best solution and you better go for the export import framework.
Best regards
Ludwig
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