Business Central 2025 wave 1 (BC26): Use Edit in Excel on output, consumption, and item journals (Include item tracking details)

Hi, Readers.
The public preview for Dynamics 365 Business Central 2025 release wave 1 (BC26) is available. Learn more: Link.

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

Use Edit in Excel on output, consumption, and item journals:

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, quickly do bulk edits, and so on. You can use the feature to speed up data entry on item journals to include item tracking details such as lot, serial, package number, warranty, and expiration dates. We also enabled the capability to edit item tracking details in consumption and output journals.
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/smb/dynamics365-business-central/use-default-quantity-1-accounts-documents?wt.mc_id=DX-MVP-5004336

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: Viewing and Editing in Excel From Business Central

In previous versions, Microsoft also worked on adding supported pages, for example.

With this wave (BC26), Edit in Excel feature covers more pages and fields.

To let users enter serial, lot, and package data directly on journal lines, you must enable it on item journal batches. To set that up, follow these steps:

Open the Item Journal Templates page.
Select a template of the type Item, Consumption or Output.
Choose the Batches action to open a list of item journal batches.

Choose New to create a new batch, and then turn on the Item Tracking on Lines toggle.

Then you can find these fields on the page, for example,
Output Journals:

Consumption Journals:

Item Journals:

More details: Business Central 2023 wave 1 (BC22): Easier to create opening balances for item tracked inventory (Item Tracking Fields on Item Journals and Warehouse Physical Inventory Journal)

PS: In BC 25.5 and previous versions

Type must be equal to ‘Item’ in Item Journal Template: Name=CONSUMP. Current value is ‘Consumption’.

Then you can edit item tracking details in Edit in Excel feature.

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

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

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

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

4. How to add custom fields in Edit in Excel

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

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

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Hope this will help.

Thanks for reading.

ZHU