It’s better to give the two sheets names so that you can distinguish it. Go back to the downloaded Excel file for Customer and add a sheet for Payment Method. On the Payment Method list page, download Excel file in the same way. When you decide to start a new transaction with a new customer and a new payment method, it is useful to be able to create both the customer and the payment method in Excel. (I will not explain the sign-in procedure detail.)Ĭustomer has a Payment Method. When you open the file, you will see a list of Customer data and the D365BC Excel connector on the right pane. In this article, I will introduce a tip that allows you to update multiple tables data from a single Excel book.Īs an example, let’s try to update Customer and Payment Method table from a single Excel book.įirst, go to Customers list page and select ‘Edit in Excel’ from the Page tab. However, by default, only one table can be updated from one Excel book. Edit in Excel is a very useful tool that allows you to batch update various tables in BC from Excel book.
0 kommentar(er)
