Add fields to an Excel workbook to edit retail transactions

This article describes how to add fields to a Microsoft Excel workbook so that you can edit retail transactions in Microsoft Dynamics 365 Commerce.

Overview

When you generate an Excel file so that you can edit retail transactions, the file is filled with some default fields. If a field that must be updated isn't visible by default in the generated Excel file, you can add it.

Add fields to a worksheet in an Excel workbook

To add fields to an Excel workbook so that you can edit retail transactions, follow these steps.

1. Download and open the Excel file from the Statements page, the Retail transactions page, or the Transaction validation failures tile in the Store financials workspace.
2. Select Design.
3. Select the pencil symbol for the desired table, and then, in the list of available fields, find and select the field that you want to add.
4. Select Add, and then select Update. You can reorder fields.
5. After the update is completed, select Refresh to fetch the data for the new column.

The new field and data for it should now be available for editing in Excel.

Additional resources

Edit and audit cash and carry and cash management transactions

Edit and audit online order and asynchronous customer order transactions

Edit financial dimensions for retail transactions

Create an Excel workbook to edit retail transactions