Edit in Excel on item journals and warehouse worksheets


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users, automatically Sep 8, 2023 Oct 2023

Business value

One reason the Edit in Excel feature in Business Central is so popular is that it provides a fast way to enter data. For example, you can use templates for journals, make quick bulk edits, and so on. Businesses can now use the feature to speed up data entry on item journals and warehouse worksheets.

Feature details

The Edit in Excel action on item journals and warehouse worksheets lets you change records in Excel and then publish the changes back to Business Central. When Excel opens, you'll see the Excel Add-in pane on the right.

  • Excel respects most filters on the page, so the Excel workbook will contain almost the same records and columns.
  • To get the latest data from Business Central, choose Refresh on the Excel Add-in pane.
  • If your organization has configured OneDrive for system features, the Excel workbook opens in your browser by using Excel for the web. If you aren't using OneDrive for system features, the workbook downloads to your device. From there, you can open it using either the Excel desktop app or Excel online, depending on what you have.

Journals and worksheets where Edit in Excel is available

We've added the Edit in Excel action to the following pages:

  • Item Reclassification Journal (page 393)
  • Physical Inventory Journal (page 392)
  • Production Journal (page 5510)
  • Output Journal (page 99000823)
  • Consumption Journal (page 99000846)
  • Requisition Worksheet (page 291)
  • Planning Worksheet (page 99000852)
  • Warehouse Item Journal (page 7324)
  • Warehouse Reclassification Journal (page 7365)
  • Warehouse Physical Inventory Journal (page 7326)
  • Pick Worksheet (page 7345)
  • Put-away Worksheet (page 7352)
  • Movement Worksheet (page 7351)
  • Bin Contents (page 7374)

Edit in Excel action in Item Reclassification Journal

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