My suggestion is to:
• Add new button [Import from Excel].
• Only download an Excel workbook with the active columns. [any hidden column should not be downloaded in the Excel file].
• Allow formulas and formatting.
The same concept used in Data migration wizard or Conf. Pkgs
This feature was developed in old NAV 2016 / 2017 specially for Inventory entries.
Regards
Mahmoud
Comments
Will the import from Excel function be available for all journals? Not only for the inventory journal?
Category: Office Integration
Also need performance improvement when importing. Takes a long time to import lines (hours for Rapid Start at least) if there are more than 1000 lines.
Category: Office Integration
I concur, we really need tot ability to only download only the fields we have active on our screen. Less confusing and more user friendly.
Category: Office Integration
This a summary description from an Add-on in NAV doing that easily:
Highlights
Create, save, and manipulate journals using the great features of Excel
Import any Excel worksheet into any Microsoft Dynamics NAV journal with just a click of a button
Use smart logic to match up fields—fields in Excel can be in any order!
Import any and all dimensions
Optionally create dimensions on the fly (no more doing it over and over!)
Auto-create document numbers just like normal journal functionality
Import .csv or .txt files as well
Create a journal in Excel and automatically upload it to your Microsoft Dynamics NAV system with just the click of a button.
Lots of smart logic overcomes all the headaches of doing it manually; the system auto-maps your fields, creates document numbers, adds new dimensions, and finds/fixes data errors without starting over.
Common uses are cash receipts, payroll, fixed assets, recurring entries, and imports from external systems. Almost any standard type of file can be imported.
A real must-have for any accounting department.
Category: Office Integration
Business Central Team (administrator)
Thank you for your feedback. We are considering adding it to our longer term roadmap. Your help is greatly appreciated! -Mike Borg Cardona Program Manager, Microsoft