Business Central 2023 wave 2 (BC23): Edit in Excel on item journals and warehouse worksheets

Dynamics 365 Business Central

Hi, Readers.
The public preview for Dynamics 365 Business Central 2023 release wave 2 (BC23) is available. Learn more: Link.

I will continue to test and share some new features that I hope will be helpful.

Edit in Excel on item journals and warehouse worksheets:

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.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/smb/dynamics365-business-central/edit-excel-item-journals-warehouse-worksheets

The Edit in Excel action is available on most lists, but not all. With the Edit in Excel action, you make changes to 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. More details: Edit in Excel

In this wave (Business Central 2023 wave 2), Microsoft has added the Edit in Excel action to the following pages: Item journals and Warehouse worksheets

  • 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)

Small update, but it makes life easier. Give it a try!!!😁

PS:
1. In previous versions (BC22.5)

2. How to add Edit in Excel to Card and Document Pages (codeunit 1481 “Edit in Excel”)

3. How to disable “Edit in Excel” on a specific page

4. How to use Edit in Excel in the browser/web (Excel Online)

5. How to add custom fields in Edit in Excel

6. Switching environments and companies directly in the Edit in Excel file

7. How to allow Open in Excel but not Edit in Excel (Prohibit the use of Edit in Excel)

END

Hope this will help.

Thanks for reading.

ZHU

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